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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 | $2,238 | $60,128-96.3% | $90,440-97.5% | $79,852-97.2% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | -1.91% | 71.95%-73.9pp | 1294.38%-1296.3pp | 31.72%-33.6pp |
| Employer contribution / active EE | $596 | $2,068-71.2% | $3,263-81.7% | $2,471-75.9% |
| Participant deferral / active EE | $319 | $2,939-89.1% | $3,964-91.9% | $3,740-91.5% |
| Admin fee / account holder | $4,194 | $3,977+5.4% | $5,615-25.3% | $5,306-21.0% |