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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 | $56,063-97.0% | $76,051-97.8% | $80,911-97.9% |
| Participation rate | 97.4% | 62.0%+35.4pp | 69.1%+28.4pp | 67.6%+29.8pp |
| Annual return | -538.29% | 20.54%-558.8pp | 360.42%-898.7pp | 35.63%-573.9pp |
| Employer contribution / active EE | $23,709 | $1,874+1165.1% | $2,690+781.5% | $2,756+760.3% |
| Participant deferral / active EE | $0 | $3,052-100.0% | $4,257-100.0% | $4,297-100.0% |
| Admin fee / account holder | $21,946 | $5,240+318.8% | $6,416+242.0% | $6,935+216.5% |