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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 | $16,997 | $45,566-62.7% | $64,105-73.5% | $59,633-71.5% |
| Participation rate | 100.0% | 60.2%+39.8pp | 68.2%+31.8pp | 68.7%+31.3pp |
| Annual return | -19.19% | 4.95%-24.1pp | 791.24%-810.4pp | 2041.45%-2060.6pp |
| Employer contribution / active EE | $5,324 | $934+469.9% | $1,820+192.5% | $2,203+141.7% |
| Participant deferral / active EE | $0 | $2,057-100.0% | $2,822-100.0% | $3,192-100.0% |
| Admin fee / account holder | $597 | $3,268-81.7% | $4,499-86.7% | $4,297-86.1% |