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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 | $4,187 | $108,882-96.2% | $96,754-95.7% | $154,746-97.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | -58.94% | 98.39%-157.3pp | 82.04%-141.0pp | 172.34%-231.3pp |
| Employer contribution / active EE | $812 | $3,018-73.1% | $2,679-69.7% | $4,379-81.5% |
| Participant deferral / active EE | $812 | $5,323-84.8% | $4,758-82.9% | $6,730-87.9% |
| Admin fee / account holder | $664 | $10,200-93.5% | $8,905-92.5% | $14,365-95.4% |