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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 | $7,031 | $55,449-87.3% | $83,831-91.6% | $56,289-87.5% |
| Participation rate | 100.0% | 68.0%+32.0pp | 76.1%+23.9pp | 69.9%+30.1pp |
| Annual return | -13.13% | -1.38%-11.7pp | 850.99%-864.1pp | -9.96%-3.2pp |
| Employer contribution / active EE | $2,424 | $2,430-0.2% | $3,631-33.2% | $2,111+14.8% |
| Participant deferral / active EE | $0 | $2,935-100.0% | $4,082-100.0% | $3,350-100.0% |
| Admin fee / account holder | $932 | $656+42.0% | $5,479-83.0% | $521+78.9% |