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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 | $14,291 | $150,447-90.5% | $136,298-89.5% | $147,586-90.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 0.14% | 1049.15%-1049.0pp | 5156.27%-5156.1pp | 578.59%-578.5pp |
| Employer contribution / active EE | $4,650 | $5,256-11.5% | $4,696-1.0% | $4,876-4.6% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,250 | $10,906-88.5% | $9,244-86.5% | $10,886-88.5% |