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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 | $695 | $76,608-99.1% | $56,077-98.8% | $145,877-99.5% |
| Participation rate | 86.4% | 63.2%+23.1pp | 52.5%+33.9pp | 80.3%+6.1pp |
| Annual return | -5.98% | 3009.59%-3015.6pp | 1709.28%-1715.3pp | 551.28%-557.3pp |
| Employer contribution / active EE | $36 | $1,382-97.4% | $1,040-96.5% | $4,663-99.2% |
| Participant deferral / active EE | $36 | $2,624-98.6% | $1,954-98.1% | $6,691-99.5% |
| Admin fee / account holder | $1,580 | $3,325-52.5% | $2,825-44.1% | $13,402-88.2% |