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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 | $13,728 | $106,008-87.0% | $92,240-85.1% | $147,586-90.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | -2.77% | 50.05%-52.8pp | 176.29%-179.1pp | 578.59%-581.4pp |
| Employer contribution / active EE | $7,343 | $4,333+69.5% | $3,680+99.6% | $4,876+50.6% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $27,396 | $6,333+332.6% | $5,194+427.4% | $10,886+151.7% |