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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 | $879 | $102,429-99.1% | $147,096-99.4% | $80,925-98.9% |
| Participation rate | 98.2% | 75.9%+22.4pp | 82.2%+16.1pp | 67.7%+30.6pp |
| Annual return | -643.89% | 135.02%-778.9pp | 419.75%-1063.6pp | 35.65%-679.5pp |
| Employer contribution / active EE | $24,805 | $3,716+567.6% | $4,936+402.5% | $2,756+800.0% |
| Participant deferral / active EE | $0 | $6,649-100.0% | $8,071-100.0% | $4,299-100.0% |
| Admin fee / account holder | $13,808 | $7,957+73.5% | $13,005+6.2% | $6,940+99.0% |