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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 | $8,435 | $85,171-90.1% | $172,752-95.1% | $72,975-88.4% |
| Participation rate | 80.0% | 70.1%+9.9pp | 82.6%-2.6pp | 69.5%+10.5pp |
| Annual return | -68.69% | 27.32%-96.0pp | 802.97%-871.7pp | 81.01%-149.7pp |
| Employer contribution / active EE | $2,561 | $3,324-22.9% | $5,144-50.2% | $2,440+5.0% |
| Participant deferral / active EE | $385 | $3,260-88.2% | $5,198-92.6% | $3,608-89.3% |
| Admin fee / account holder | $523 | $5,880-91.1% | $13,955-96.3% | $5,124-89.8% |