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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 | $6,068 | $99,668-93.9% | $86,451-93.0% | $134,545-95.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -38.10% | 6789.61%-6827.7pp | 4398.51%-4436.6pp | 418.37%-456.5pp |
| Employer contribution / active EE | $8,416 | $4,403+91.1% | $3,770+123.2% | $4,742+77.5% |
| Participant deferral / active EE | $0 | $7,249-100.0% | $6,953-100.0% | $6,401-100.0% |
| Admin fee / account holder | $2,366 | $8,377-71.8% | $6,734-64.9% | $11,431-79.3% |