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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 | $18,526 | $102,422-81.9% | $147,117-87.4% | $80,959-77.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | -24.66% | 135.16%-159.8pp | 420.54%-445.2pp | 35.67%-60.3pp |
| Employer contribution / active EE | $4,998 | $3,717+34.4% | $4,932+1.3% | $2,757+81.3% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,903 | $7,953-76.1% | $12,993-85.3% | $6,925-72.5% |