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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 | $526 | $149,040-99.6% | $120,225-99.6% | $137,256-99.6% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | -113.72% | 605.68%-719.4pp | 439.23%-552.9pp | 220.34%-334.1pp |
| Employer contribution / active EE | $559 | $4,350-87.2% | $3,475-83.9% | $4,156-86.6% |
| Participant deferral / active EE | $161 | $4,655-96.5% | $3,999-96.0% | $6,407-97.5% |
| Admin fee / account holder | $600 | $6,348-90.5% | $5,696-89.5% | $12,270-95.1% |