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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 | $12,067 | $71,215-83.1% | $93,696-87.1% | $80,935-85.1% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.7%+32.3pp |
| Annual return | -311.43% | 11.27%-322.7pp | 133.74%-445.2pp | 35.66%-347.1pp |
| Employer contribution / active EE | $19,299 | $1,565+1133.0% | $2,422+696.8% | $2,757+600.1% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $4,417-100.0% | $4,299-100.0% |
| Admin fee / account holder | $7,422 | $6,958+6.7% | $8,287-10.4% | $6,924+7.2% |