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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 | $10,000 | $93,617-89.3% | $135,982-92.6% | $75,177-86.7% |
| Participation rate | 93.9% | 75.2%+18.7pp | 81.9%+12.0pp | 67.2%+26.7pp |
| Annual return | -101.73% | 30.89%-132.6pp | 68.32%-170.1pp | 160.75%-262.5pp |
| Employer contribution / active EE | $20,712 | $3,538+485.4% | $4,859+326.3% | $2,671+675.4% |
| Participant deferral / active EE | $0 | $6,406-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $22,356 | $6,980+220.3% | $10,767+107.6% | $5,651+295.6% |