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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 | $147,556-97.9% | $129,031-97.6% | $198,609-98.5% |
| Participation rate | 100.0% | 77.2%+22.8pp | 73.4%+26.6pp | 82.4%+17.6pp |
| Annual return | -52.68% | 37.41%-90.1pp | 34.67%-87.4pp | 202.70%-255.4pp |
| Employer contribution / active EE | $0 | $3,645-100.0% | $3,226-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $952 | $5,760-83.5% | $5,217-81.8% | $6,977-86.4% |
| Admin fee / account holder | $66,000 | $15,467+326.7% | $13,208+399.7% | $19,030+246.8% |