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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 | $7,100 | $87,546-91.9% | $75,784-90.6% | $125,389-94.3% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -373.31% | 13.49%-386.8pp | 9.68%-383.0pp | 282.24%-655.5pp |
| Employer contribution / active EE | $8,612 | $3,930+119.1% | $3,323+159.1% | $4,866+77.0% |
| Participant deferral / active EE | $0 | $4,230-100.0% | $3,652-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1,009 | $6,503-84.5% | $5,300-81.0% | $9,541-89.4% |