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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 | $88,754-96.5% | $81,820-96.2% | $145,877-97.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | -8.43% | 1031.77%-1040.2pp | 777.93%-786.4pp | 551.28%-559.7pp |
| Employer contribution / active EE | $396 | $3,085-87.2% | $2,915-86.4% | $4,663-91.5% |
| Participant deferral / active EE | $396 | $4,648-91.5% | $4,323-90.8% | $6,691-94.1% |
| Admin fee / account holder | $566 | $8,424-93.3% | $7,391-92.3% | $13,402-95.8% |