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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 | $17,787 | $83,485-78.7% | $125,195-85.8% | $72,976-75.6% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | -66.12% | 25.77%-91.9pp | 43.79%-109.9pp | 81.02%-147.1pp |
| Employer contribution / active EE | $9,577 | $2,346+308.3% | $3,866+147.7% | $2,440+292.5% |
| Participant deferral / active EE | $0 | $3,586-100.0% | $4,937-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,305 | $5,518-76.4% | $9,704-86.6% | $5,124-74.5% |