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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 | $1,142 | $87,166-98.7% | $76,735-98.5% | $137,256-99.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | -82.04% | 26.50%-108.5pp | 29.77%-111.8pp | 220.34%-302.4pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,454-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $935 | $4,726-80.2% | $4,088-77.1% | $6,407-85.4% |
| Admin fee / account holder | $1,150 | $8,403-86.3% | $7,189-84.0% | $12,270-90.6% |