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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 | $950 | $106,557-99.1% | $91,227-99.0% | $134,545-99.3% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -100.22% | 160.81%-261.0pp | 114.14%-214.4pp | 418.37%-518.6pp |
| Employer contribution / active EE | $1,452 | $3,332-56.4% | $2,851-49.1% | $4,742-69.4% |
| Participant deferral / active EE | $0 | $4,719-100.0% | $4,234-100.0% | $6,401-100.0% |
| Admin fee / account holder | $2,206 | $6,235-64.6% | $5,423-59.3% | $11,431-80.7% |