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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 | $2,579 | $93,617-97.2% | $135,982-98.1% | $75,177-96.6% |
| Participation rate | 96.6% | 75.2%+21.4pp | 81.9%+14.7pp | 67.2%+29.4pp |
| Annual return | -144.09% | 30.89%-175.0pp | 68.32%-212.4pp | 160.75%-304.8pp |
| Employer contribution / active EE | $14,809 | $3,538+318.5% | $4,859+204.8% | $2,671+454.4% |
| Participant deferral / active EE | $0 | $6,406-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $7,804 | $6,980+11.8% | $10,767-27.5% | $5,651+38.1% |