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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 | $71,057-83.0% | $93,654-87.1% | $80,874-85.1% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | -311.43% | 11.26%-322.7pp | 133.34%-444.8pp | 35.62%-347.0pp |
| Employer contribution / active EE | $19,299 | $1,564+1134.0% | $2,421+697.2% | $2,756+600.3% |
| Participant deferral / active EE | $0 | $4,034-100.0% | $4,413-100.0% | $4,297-100.0% |
| Admin fee / account holder | $7,422 | $6,944+6.9% | $8,282-10.4% | $6,935+7.0% |