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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 | $15,588 | $102,429-84.8% | $147,096-89.4% | $80,925-80.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | -53.26% | 135.02%-188.3pp | 419.75%-473.0pp | 35.65%-88.9pp |
| Employer contribution / active EE | $6,815 | $3,716+83.4% | $4,936+38.1% | $2,756+147.3% |
| Participant deferral / active EE | $0 | $6,649-100.0% | $8,071-100.0% | $4,299-100.0% |
| Admin fee / account holder | $4,602 | $7,957-42.2% | $13,005-64.6% | $6,940-33.7% |