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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 | $12,048 | $73,955-83.7% | $96,520-87.5% | $75,181-84.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | -133.25% | 26.72%-160.0pp | 35.72%-169.0pp | 160.69%-293.9pp |
| Employer contribution / active EE | $20,418 | $2,930+596.9% | $3,739+446.1% | $2,671+664.6% |
| Participant deferral / active EE | $0 | $3,659-100.0% | $4,879-100.0% | $4,126-100.0% |
| Admin fee / account holder | $3,759 | $5,217-28.0% | $6,733-44.2% | $5,650-33.5% |