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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 | $17,386 | $102,422-83.0% | $147,117-88.2% | $80,959-78.5% |
| Participation rate | 96.4% | 75.9%+20.5pp | 82.2%+14.2pp | 67.7%+28.7pp |
| Annual return | -73.56% | 135.16%-208.7pp | 420.54%-494.1pp | 35.67%-109.2pp |
| Employer contribution / active EE | $8,567 | $3,717+130.5% | $4,932+73.7% | $2,757+210.7% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,586 | $7,953-80.1% | $12,993-87.8% | $6,925-77.1% |