Filed April 22, 2025
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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 | $720 | $39,798-98.2% | $67,704-98.9% | $59,633-98.8% |
| Participation rate | 100.0% | 57.4%+42.6pp | 67.5%+32.5pp | 68.7%+31.3pp |
| Annual return | -4.32% | 89.94%-94.3pp | 25.41%-29.7pp | 2041.45%-2045.8pp |
| Employer contribution / active EE | $0 | $1,393-100.0% | $2,559-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $291 | $2,335-87.5% | $3,585-91.9% | $3,192-90.9% |
| Admin fee / account holder | $581 | $3,212-81.9% | $4,255-86.3% | $4,297-86.5% |