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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 | $2,438 | $106,005-97.7% | $92,239-97.4% | $147,585-98.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | -7.04% | 50.05%-57.1pp | 176.29%-183.3pp | 578.58%-585.6pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,680-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $990 | $4,478-77.9% | $3,897-74.6% | $5,439-81.8% |
| Admin fee / account holder | $33,070 | $6,333+422.2% | $5,194+536.7% | $10,886+203.8% |