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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 | $3,080 | $88,815-96.5% | $81,882-96.2% | $145,897-97.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | -8.43% | 1033.75%-1042.2pp | 779.47%-787.9pp | 552.29%-560.7pp |
| Employer contribution / active EE | $396 | $3,086-87.2% | $2,916-86.4% | $4,663-91.5% |
| Participant deferral / active EE | $396 | $4,647-91.5% | $4,323-90.8% | $6,689-94.1% |
| Admin fee / account holder | $566 | $8,434-93.3% | $7,360-92.3% | $13,390-95.8% |