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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 | $1,597 | $87,037-98.2% | $106,201-98.5% | $80,874-98.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | -161.06% | 17.05%-178.1pp | 116.26%-277.3pp | 35.62%-196.7pp |
| Employer contribution / active EE | $12,797 | $2,396+434.1% | $3,170+303.7% | $2,756+364.4% |
| Participant deferral / active EE | $0 | $3,986-100.0% | $5,012-100.0% | $4,297-100.0% |
| Admin fee / account holder | $2,486 | $8,434-70.5% | $11,039-77.5% | $6,935-64.2% |