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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 | $2,525 | $150,412-98.3% | $120,574-97.9% | $145,884-98.3% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 1.33% | 154.50%-153.2pp | 107.42%-106.1pp | 551.85%-550.5pp |
| Employer contribution / active EE | $6,300 | $4,355+44.7% | $3,471+81.5% | $4,662+35.1% |
| Participant deferral / active EE | $0 | $6,175-100.0% | $4,996-100.0% | $6,690-100.0% |
| Admin fee / account holder | $9,460 | $12,224-22.6% | $9,445+0.2% | $13,392-29.4% |