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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 | $6,032 | $91,536-93.4% | $130,062-95.4% | $75,177-92.0% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | -154.67% | -631.62%+477.0pp | -137.37%-17.3pp | 160.75%-315.4pp |
| Employer contribution / active EE | $23,077 | $2,845+711.2% | $4,322+433.9% | $2,671+764.0% |
| Participant deferral / active EE | $0 | $4,343-100.0% | $5,821-100.0% | $4,126-100.0% |
| Admin fee / account holder | $9,604 | $6,780+41.7% | $10,601-9.4% | $5,651+69.9% |