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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 | $10,246 | $104,520-90.2% | $76,823-86.7% | $152,885-93.3% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.5%+17.5pp |
| Annual return | 0.66% | 1014.03%-1013.4pp | 1166.42%-1165.8pp | 345.39%-344.7pp |
| Employer contribution / active EE | $8,186 | $3,117+162.6% | $2,302+255.6% | $4,763+71.9% |
| Participant deferral / active EE | $0 | $4,236-100.0% | $3,336-100.0% | $5,851-100.0% |
| Admin fee / account holder | $15,200 | $12,283+23.7% | $6,422+136.7% | $11,598+31.1% |