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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 | $4,103 | $82,674-95.0% | $125,381-96.7% | $68,486-94.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -121.15% | -5.97%-115.2pp | 572.31%-693.5pp | -7.85%-113.3pp |
| Employer contribution / active EE | $9,014 | $3,382+166.5% | $4,815+87.2% | $2,597+247.1% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,225 | $6,277-64.6% | $10,007-77.8% | $5,404-58.8% |