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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 | $16,741 | $102,422-83.7% | $147,117-88.6% | $80,959-79.3% |
| Participation rate | 84.0% | 75.9%+8.1pp | 82.2%+1.8pp | 67.7%+16.3pp |
| Annual return | -80.50% | 135.16%-215.7pp | 420.54%-501.0pp | 35.67%-116.2pp |
| Employer contribution / active EE | $22,984 | $3,717+518.3% | $4,932+366.0% | $2,757+733.6% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $2,806 | $7,953-64.7% | $12,993-78.4% | $6,925-59.5% |