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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 | $1,463 | $109,872-98.7% | $98,483-98.5% | $167,536-99.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | -36.04% | 1959.31%-1995.4pp | 1494.38%-1530.4pp | 478.82%-514.9pp |
| Employer contribution / active EE | $429 | $3,225-86.7% | $2,961-85.5% | $4,839-91.1% |
| Participant deferral / active EE | $598 | $4,673-87.2% | $4,276-86.0% | $6,342-90.6% |
| Admin fee / account holder | $337 | $6,757-95.0% | $5,953-94.3% | $12,315-97.3% |