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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 | $10,072 | $160,059-93.7% | $140,019-92.8% | $135,380-92.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -9.52% | 911.48%-921.0pp | 651.17%-660.7pp | 519.81%-529.3pp |
| Employer contribution / active EE | $5,117 | $6,420-20.3% | $5,605-8.7% | $4,779+7.1% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $670 | $13,328-95.0% | $10,705-93.7% | $10,828-93.8% |