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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 | $3,898 | $97,732-96.0% | $83,831-95.3% | $135,380-97.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -16.06% | 1287.56%-1303.6pp | 850.99%-867.0pp | 519.81%-535.9pp |
| Employer contribution / active EE | $9,129 | $4,222+116.2% | $3,631+151.4% | $4,779+91.0% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $3,910 | $6,675-41.4% | $5,479-28.6% | $10,828-63.9% |