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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 | $162,529-99.7% | $130,788-99.6% | $154,746-99.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | -113.72% | 510.48%-624.2pp | 386.44%-500.2pp | 172.34%-286.1pp |
| Employer contribution / active EE | $559 | $4,447-87.4% | $3,558-84.3% | $4,379-87.2% |
| Participant deferral / active EE | $161 | $4,808-96.7% | $4,137-96.1% | $6,730-97.6% |
| Admin fee / account holder | $600 | $7,669-92.2% | $6,673-91.0% | $14,365-95.8% |