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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 | $15,235 | $150,447-89.9% | $136,298-88.8% | $147,586-89.7% |
| Participation rate | 77.8% | 84.4%-6.6pp | 81.9%-4.1pp | 82.8%-5.1pp |
| Annual return | -0.26% | 1049.15%-1049.4pp | 5156.27%-5156.5pp | 578.59%-578.9pp |
| Employer contribution / active EE | $1,056 | $5,256-79.9% | $4,696-77.5% | $4,876-78.4% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $633 | $10,906-94.2% | $9,244-93.1% | $10,886-94.2% |