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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,959 | $138,114-95.0% | $125,391-94.5% | $134,545-94.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -83.54% | 750.88%-834.4pp | 572.41%-656.0pp | 418.37%-501.9pp |
| Employer contribution / active EE | $3,151 | $5,246-39.9% | $4,816-34.6% | $4,742-33.5% |
| Participant deferral / active EE | $2,001 | $7,801-74.4% | $7,448-73.1% | $6,401-68.7% |
| Admin fee / account holder | $6,867 | $11,570-40.7% | $10,009-31.4% | $11,431-39.9% |