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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 | $8,288 | $39,798-79.2% | $67,704-87.8% | $59,633-86.1% |
| Participation rate | 100.0% | 57.4%+42.6pp | 67.5%+32.5pp | 68.7%+31.3pp |
| Annual return | -17.64% | 89.94%-107.6pp | 25.41%-43.0pp | 2041.45%-2059.1pp |
| Employer contribution / active EE | $706 | $1,393-49.3% | $2,559-72.4% | $2,203-68.0% |
| Participant deferral / active EE | $0 | $2,335-100.0% | $3,585-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,894 | $3,212-41.0% | $4,255-55.5% | $4,297-55.9% |