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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 | $3,885 | $116,203-96.7% | $93,621-95.9% | $152,897-97.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | -130.10% | 35.96%-166.1pp | 32.76%-162.9pp | 345.43%-475.5pp |
| Employer contribution / active EE | $20,614 | $3,219+540.4% | $2,719+658.2% | $4,764+332.8% |
| Participant deferral / active EE | $0 | $4,605-100.0% | $4,070-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,612 | $10,751-75.7% | $7,890-66.9% | $11,599-77.5% |