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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 | $1,545 | $92,684-98.3% | $82,706-98.1% | $134,509-98.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -46.95% | 945.84%-992.8pp | 701.76%-748.7pp | 418.13%-465.1pp |
| Employer contribution / active EE | $787 | $3,272-75.9% | $3,007-73.8% | $4,741-83.4% |
| Participant deferral / active EE | $827 | $4,800-82.8% | $4,394-81.2% | $6,400-87.1% |
| Admin fee / account holder | $364 | $5,982-93.9% | $5,329-93.2% | $11,427-96.8% |