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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 | $3,947 | $167,353-97.6% | $143,797-97.3% | $134,545-97.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -68.78% | 0.48%-69.3pp | -0.04%-68.7pp | 418.37%-487.1pp |
| Employer contribution / active EE | $2,311 | $5,620-58.9% | $4,952-53.3% | $4,742-51.3% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $739 | $18,096-95.9% | $14,679-95.0% | $11,431-93.5% |