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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 | $15,936 | $58,828-72.9% | $78,002-79.6% | $62,881-74.7% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | -6.86% | 17.16%-24.0pp | 425.99%-432.8pp | 20.14%-27.0pp |
| Employer contribution / active EE | $933 | $1,672-44.2% | $2,470-62.2% | $2,281-59.1% |
| Participant deferral / active EE | $0 | $2,686-100.0% | $3,497-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,170 | $4,393-50.6% | $5,481-60.4% | $4,296-49.5% |