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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 | $2,717 | $138,102-98.0% | $125,381-97.8% | $134,532-98.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -65.38% | 750.73%-816.1pp | 572.31%-637.7pp | 418.27%-483.6pp |
| Employer contribution / active EE | $2,425 | $5,245-53.8% | $4,815-49.6% | $4,741-48.9% |
| Participant deferral / active EE | $870 | $7,801-88.8% | $7,448-88.3% | $6,401-86.4% |
| Admin fee / account holder | $4,461 | $11,568-61.4% | $10,007-55.4% | $11,429-61.0% |