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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 | $1,826 | $103,008-98.2% | $90,304-98.0% | $152,897-98.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | -37.04% | 95.22%-132.3pp | 78.13%-115.2pp | 345.43%-382.5pp |
| Employer contribution / active EE | $500 | $3,139-84.1% | $2,855-82.5% | $4,764-89.5% |
| Participant deferral / active EE | $500 | $4,281-88.3% | $3,885-87.1% | $5,851-91.5% |
| Admin fee / account holder | $793 | $6,175-87.2% | $5,354-85.2% | $11,599-93.2% |