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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 | $1,114 | $88,778-98.7% | $81,844-98.6% | $145,884-99.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | -72.47% | 1033.03%-1105.5pp | 778.87%-851.3pp | 551.85%-624.3pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $651 | $4,648-86.0% | $4,323-84.9% | $6,690-90.3% |
| Admin fee / account holder | $1,361 | $8,430-83.9% | $7,355-81.5% | $13,392-89.8% |