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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 | $13,497 | $106,003-87.3% | $92,236-85.4% | $147,585-90.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 0.09% | 50.05%-50.0pp | 176.29%-176.2pp | 578.57%-578.5pp |
| Employer contribution / active EE | $5,882 | $4,333+35.8% | $3,679+59.9% | $4,876+20.6% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $640 | $6,333-89.9% | $5,194-87.7% | $10,885-94.1% |