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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 | $5,815 | $102,422-94.3% | $147,117-96.0% | $80,959-92.8% |
| Participation rate | 84.5% | 75.9%+8.6pp | 82.2%+2.3pp | 67.7%+16.8pp |
| Annual return | -125.82% | 135.16%-261.0pp | 420.54%-546.4pp | 35.67%-161.5pp |
| Employer contribution / active EE | $20,006 | $3,717+438.2% | $4,932+305.6% | $2,757+625.6% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $11,664 | $7,953+46.6% | $12,993-10.2% | $6,925+68.4% |