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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 | $4,848 | $92,743-94.8% | $82,744-94.1% | $134,532-96.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -46.31% | 946.63%-992.9pp | 702.22%-748.5pp | 418.27%-464.6pp |
| Employer contribution / active EE | $4,712 | $3,273+44.0% | $3,008+56.6% | $4,741-0.6% |
| Participant deferral / active EE | $104 | $4,802-97.8% | $4,395-97.6% | $6,401-98.4% |
| Admin fee / account holder | $787 | $5,977-86.8% | $5,325-85.2% | $11,429-93.1% |