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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 | $7,191 | $101,763-92.9% | $164,866-95.6% | $80,874-91.1% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | -172.87% | 16.73%-189.6pp | 69.97%-242.8pp | 35.62%-208.5pp |
| Employer contribution / active EE | $17,326 | $2,954+486.5% | $4,343+299.0% | $2,756+528.8% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,033-100.0% | $4,297-100.0% |
| Admin fee / account holder | $6,565 | $8,228-20.2% | $12,689-48.3% | $6,935-5.3% |