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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 | $4,064 | $138,102-97.1% | $125,381-96.8% | $134,532-97.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -25.20% | 750.73%-775.9pp | 572.31%-597.5pp | 418.27%-443.5pp |
| Employer contribution / active EE | $1,465 | $5,245-72.1% | $4,815-69.6% | $4,741-69.1% |
| Participant deferral / active EE | $2,260 | $7,801-71.0% | $7,448-69.7% | $6,401-64.7% |
| Admin fee / account holder | $596 | $11,568-94.8% | $10,007-94.0% | $11,429-94.8% |