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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 | $2,863 | $90,691-96.8% | $76,119-96.2% | $145,884-98.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | -24.00% | 624.52%-648.5pp | 361.25%-385.2pp | 551.85%-575.8pp |
| Employer contribution / active EE | $1,547 | $3,329-53.5% | $2,693-42.6% | $4,662-66.8% |
| Participant deferral / active EE | $0 | $5,167-100.0% | $4,259-100.0% | $6,690-100.0% |
| Admin fee / account holder | $1,029 | $8,383-87.7% | $6,421-84.0% | $13,392-92.3% |