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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 | $395 | $109,905-99.6% | $98,506-99.6% | $167,553-99.8% |
| Participation rate | 76.5% | 75.8%+0.6pp | 73.3%+3.1pp | 82.1%-5.6pp |
| Annual return | -31.23% | 1960.20%-1991.4pp | 1494.92%-1526.2pp | 478.89%-510.1pp |
| Employer contribution / active EE | $0 | $3,226-100.0% | $2,961-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $849 | $4,674-81.8% | $4,277-80.2% | $6,343-86.6% |
| Admin fee / account holder | $1,029 | $6,760-84.8% | $5,955-82.7% | $12,316-91.6% |