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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 | $2,990 | $48,274-93.8% | $63,244-95.3% | $59,633-95.0% |
| Participation rate | 100.0% | 66.3%+33.7pp | 71.0%+29.0pp | 68.7%+31.3pp |
| Annual return | -3.61% | -240.79%+237.2pp | -70.31%+66.7pp | 2041.45%-2045.1pp |
| Employer contribution / active EE | $1,200 | $1,586-24.3% | $2,322-48.3% | $2,203-45.5% |
| Participant deferral / active EE | $0 | $2,343-100.0% | $2,953-100.0% | $3,192-100.0% |
| Admin fee / account holder | $324 | $3,600-91.0% | $5,893-94.5% | $4,297-92.5% |