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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 | $2,037 | $138,102-98.5% | $125,381-98.4% | $134,532-98.5% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -23.58% | 750.73%-774.3pp | 572.31%-595.9pp | 418.27%-441.8pp |
| Employer contribution / active EE | $1,643 | $5,245-68.7% | $4,815-65.9% | $4,741-65.3% |
| Participant deferral / active EE | $2,121 | $7,801-72.8% | $7,448-71.5% | $6,401-66.9% |
| Admin fee / account holder | $2,068 | $11,568-82.1% | $10,007-79.3% | $11,429-81.9% |