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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 | $1,707 | $55,902-96.9% | $76,030-97.8% | $80,959-97.9% |
| Participation rate | 97.4% | 62.1%+35.4pp | 69.1%+28.4pp | 67.7%+29.8pp |
| Annual return | -538.29% | 20.59%-558.9pp | 361.54%-899.8pp | 35.67%-574.0pp |
| Employer contribution / active EE | $23,709 | $1,867+1170.1% | $2,688+782.2% | $2,757+759.9% |
| Participant deferral / active EE | $0 | $3,051-100.0% | $4,257-100.0% | $4,300-100.0% |
| Admin fee / account holder | $21,946 | $5,239+318.9% | $6,421+241.8% | $6,925+216.9% |