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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 | $9,509 | $112,935-91.6% | $90,970-89.5% | $158,966-94.0% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | -3.10% | 215.79%-218.9pp | 134.58%-137.7pp | 302.95%-306.1pp |
| Employer contribution / active EE | $646 | $2,895-77.7% | $2,122-69.6% | $4,762-86.4% |
| Participant deferral / active EE | $792 | $4,129-80.8% | $3,373-76.5% | $5,983-86.8% |
| Admin fee / account holder | $13,000 | $8,045+61.6% | $5,960+118.1% | $11,250+15.6% |