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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 | $840 | $160,070-99.5% | $147,117-99.4% | $145,897-99.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | -7.01% | 98.69%-105.7pp | 420.54%-427.5pp | 552.29%-559.3pp |
| Employer contribution / active EE | $1,960 | $5,285-62.9% | $4,932-60.3% | $4,663-58.0% |
| Participant deferral / active EE | $1,960 | $8,419-76.7% | $8,065-75.7% | $6,689-70.7% |
| Admin fee / account holder | $4,933 | $15,035-67.2% | $12,993-62.0% | $13,390-63.2% |