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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 | $168 | $148,582-99.9% | $135,942-99.9% | $139,456-99.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | -130.33% | 79.26%-209.6pp | 68.28%-198.6pp | 373.45%-503.8pp |
| Employer contribution / active EE | $18,542 | $5,245+253.5% | $4,858+281.7% | $4,753+290.1% |
| Participant deferral / active EE | $0 | $8,101-100.0% | $7,759-100.0% | $6,711-100.0% |
| Admin fee / account holder | $2,910 | $12,402-76.5% | $10,764-73.0% | $11,407-74.5% |