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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 | $1,324 | $95,664-98.6% | $76,902-98.3% | $139,487-99.1% |
| Participation rate | 100.0% | 74.0%+26.0pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | -81.09% | 55.03%-136.1pp | 37.91%-119.0pp | 373.84%-454.9pp |
| Employer contribution / active EE | $539 | $3,147-82.9% | $2,534-78.7% | $4,755-88.7% |
| Participant deferral / active EE | $674 | $4,626-85.4% | $3,833-82.4% | $6,713-90.0% |
| Admin fee / account holder | $650 | $8,311-92.2% | $5,479-88.1% | $11,407-94.3% |