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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 | $1,748 | $81,504-97.9% | $102,437-98.3% | $80,959-97.8% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | -152.41% | 25.60%-178.0pp | 24.95%-177.4pp | 35.67%-188.1pp |
| Employer contribution / active EE | $13,558 | $3,104+336.9% | $3,871+250.3% | $2,757+391.7% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $8,075 | $6,719+20.2% | $8,388-3.7% | $6,925+16.6% |