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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 | $15,057 | $102,382-85.3% | $147,005-89.8% | $80,874-81.4% |
| Participation rate | 96.8% | 75.8%+21.0pp | 82.2%+14.7pp | 67.6%+29.2pp |
| Annual return | -19.38% | 134.89%-154.3pp | 418.76%-438.1pp | 35.62%-55.0pp |
| Employer contribution / active EE | $3,163 | $3,715-14.9% | $4,934-35.9% | $2,756+14.8% |
| Participant deferral / active EE | $0 | $6,646-100.0% | $8,070-100.0% | $4,297-100.0% |
| Admin fee / account holder | $413 | $7,942-94.8% | $13,006-96.8% | $6,935-94.0% |