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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 | $1,596 | $149,040-98.9% | $120,225-98.7% | $137,256-98.8% |
| Participation rate | 71.4% | 75.4%-4.0pp | 69.6%+1.9pp | 80.0%-8.5pp |
| Annual return | -10.64% | 605.68%-616.3pp | 439.23%-449.9pp | 220.34%-231.0pp |
| Employer contribution / active EE | $57 | $4,350-98.7% | $3,475-98.4% | $4,156-98.6% |
| Participant deferral / active EE | $95 | $4,655-97.9% | $3,999-97.6% | $6,407-98.5% |
| Admin fee / account holder | $482 | $6,348-92.4% | $5,696-91.5% | $12,270-96.1% |