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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 | $6,351 | $103,000-93.8% | $90,300-93.0% | $152,885-95.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | -6.26% | 95.19%-101.5pp | 78.11%-84.4pp | 345.39%-351.6pp |
| Employer contribution / active EE | $2,369 | $3,138-24.5% | $2,854-17.0% | $4,763-50.3% |
| Participant deferral / active EE | $407 | $4,281-90.5% | $3,884-89.5% | $5,851-93.0% |
| Admin fee / account holder | $11,487 | $6,173+86.1% | $5,353+114.6% | $11,598-1.0% |