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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 | $102,429-83.7% | $147,096-88.6% | $80,925-79.3% |
| Participation rate | 84.0% | 75.9%+8.1pp | 82.2%+1.8pp | 67.7%+16.3pp |
| Annual return | -80.50% | 135.02%-215.5pp | 419.75%-500.3pp | 35.65%-116.2pp |
| Employer contribution / active EE | $22,984 | $3,716+518.6% | $4,936+365.6% | $2,756+733.9% |
| Participant deferral / active EE | $0 | $6,649-100.0% | $8,071-100.0% | $4,299-100.0% |
| Admin fee / account holder | $2,806 | $7,957-64.7% | $13,005-78.4% | $6,940-59.6% |