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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 | $7,842 | $84,685-90.7% | $73,836-89.4% | $125,389-93.7% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -4.32% | 3123.80%-3128.1pp | 2268.06%-2272.4pp | 282.24%-286.6pp |
| Employer contribution / active EE | $941 | $3,123-69.9% | $2,787-66.2% | $4,866-80.7% |
| Participant deferral / active EE | $0 | $3,993-100.0% | $3,583-100.0% | $5,352-100.0% |
| Admin fee / account holder | $344 | $5,694-94.0% | $4,882-93.0% | $9,541-96.4% |