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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 | $55,930-96.9% | $76,089-97.8% | $80,925-97.9% |
| Participation rate | 97.4% | 62.1%+35.4pp | 69.1%+28.3pp | 67.7%+29.8pp |
| Annual return | -538.29% | 20.58%-558.9pp | 360.94%-899.2pp | 35.65%-573.9pp |
| Employer contribution / active EE | $23,709 | $1,866+1170.4% | $2,690+781.4% | $2,756+760.2% |
| Participant deferral / active EE | $0 | $3,051-100.0% | $4,259-100.0% | $4,299-100.0% |
| Admin fee / account holder | $21,946 | $5,241+318.8% | $6,418+242.0% | $6,940+216.2% |