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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 | $10,612 | $180,462-94.1% | $154,111-93.1% | $135,379-92.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -10.27% | 888.17%-898.4pp | 735.18%-745.5pp | 519.79%-530.1pp |
| Employer contribution / active EE | $6,337 | $6,036+5.0% | $5,298+19.6% | $4,779+32.6% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $260,414 | $16,145+1513.0% | $13,411+1841.8% | $10,828+2305.0% |