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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 | $108,882-98.7% | $96,754-98.6% | $154,746-99.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | -87.68% | 98.39%-186.1pp | 82.04%-169.7pp | 172.34%-260.0pp |
| Employer contribution / active EE | $660 | $3,018-78.1% | $2,679-75.4% | $4,379-84.9% |
| Participant deferral / active EE | $660 | $5,323-87.6% | $4,758-86.1% | $6,730-90.2% |
| Admin fee / account holder | $559 | $10,200-94.5% | $8,905-93.7% | $14,365-96.1% |