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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 | $3,038 | $108,882-97.2% | $96,754-96.9% | $154,746-98.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | -52.68% | 98.39%-151.1pp | 82.04%-134.7pp | 172.34%-225.0pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,679-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $952 | $5,323-82.1% | $4,758-80.0% | $6,730-85.9% |
| Admin fee / account holder | $66,000 | $10,200+547.0% | $8,905+641.2% | $14,365+359.4% |