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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 | $4,438 | $90,607-95.1% | $79,467-94.4% | $135,380-96.7% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -16.59% | 977.74%-994.3pp | 718.30%-734.9pp | 519.81%-536.4pp |
| Employer contribution / active EE | $2,129 | $3,068-30.6% | $2,800-24.0% | $4,779-55.4% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $896 | $5,895-84.8% | $5,104-82.5% | $10,828-91.7% |