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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 | $1,804 | $99,644-98.2% | $86,438-97.9% | $134,532-98.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -39.59% | 6787.26%-6826.8pp | 4397.19%-4436.8pp | 418.27%-457.9pp |
| Employer contribution / active EE | $0 | $4,402-100.0% | $3,769-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,848 | $7,247-74.5% | $6,952-73.4% | $6,401-71.1% |
| Admin fee / account holder | $3,046 | $8,375-63.6% | $6,733-54.8% | $11,429-73.3% |