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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 | $2,599 | $39,798-93.5% | $67,704-96.2% | $59,633-95.6% |
| Participation rate | 96.9% | 57.4%+39.5pp | 67.5%+29.4pp | 68.7%+28.2pp |
| Annual return | -8.51% | 89.94%-98.4pp | 25.41%-33.9pp | 2041.45%-2050.0pp |
| Employer contribution / active EE | $2,575 | $1,393+84.9% | $2,559+0.6% | $2,203+16.9% |
| Participant deferral / active EE | $0 | $2,335-100.0% | $3,585-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,283 | $3,212-60.1% | $4,255-69.8% | $4,297-70.1% |