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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 | $1,376 | $97,125-98.6% | $86,233-98.4% | $137,256-99.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | -87.68% | 74.19%-161.9pp | 61.39%-149.1pp | 220.34%-308.0pp |
| Employer contribution / active EE | $660 | $2,841-76.8% | $2,504-73.7% | $4,156-84.1% |
| Participant deferral / active EE | $660 | $5,180-87.3% | $4,559-85.5% | $6,407-89.7% |
| Admin fee / account holder | $559 | $9,725-94.3% | $8,342-93.3% | $12,270-95.4% |