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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 | $7,975 | $138,114-94.2% | $125,391-93.6% | $134,545-94.1% |
| Participation rate | 71.4% | 84.5%-13.1pp | 82.4%-11.0pp | 81.2%-9.8pp |
| Annual return | -20.91% | 750.88%-771.8pp | 572.41%-593.3pp | 418.37%-439.3pp |
| Employer contribution / active EE | $1,322 | $5,246-74.8% | $4,816-72.5% | $4,742-72.1% |
| Participant deferral / active EE | $1,425 | $7,801-81.7% | $7,448-80.9% | $6,401-77.7% |
| Admin fee / account holder | $575 | $11,570-95.0% | $10,009-94.3% | $11,431-95.0% |