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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 | $3,106 | $138,078-97.8% | $125,363-97.5% | $134,509-97.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -26.37% | 750.49%-776.9pp | 572.15%-598.5pp | 418.13%-444.5pp |
| Employer contribution / active EE | $1,481 | $5,245-71.8% | $4,815-69.2% | $4,741-68.8% |
| Participant deferral / active EE | $1,481 | $7,800-81.0% | $7,447-80.1% | $6,400-76.9% |
| Admin fee / account holder | $2,523 | $11,566-78.2% | $10,005-74.8% | $11,427-77.9% |