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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 | $19,581 | $85,766-77.2% | $136,298-85.6% | $70,126-72.1% |
| Participation rate | 91.2% | 74.2%+17.0pp | 81.9%+9.3pp | 69.5%+21.6pp |
| Annual return | -58.86% | 31.46%-90.3pp | 5156.27%-5215.1pp | 73.15%-132.0pp |
| Employer contribution / active EE | $15,839 | $2,966+434.0% | $4,696+237.3% | $2,343+576.2% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,108 | $5,421-61.1% | $9,244-77.2% | $4,645-54.6% |