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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 | $3,366 | $183,539-98.2% | $155,556-97.8% | $145,897-97.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | -6.19% | 61.31%-67.5pp | 64.84%-71.0pp | 552.29%-558.5pp |
| Employer contribution / active EE | $34,046 | $5,315+540.5% | $4,675+628.2% | $4,663+630.2% |
| Participant deferral / active EE | $1,225 | $6,467-81.1% | $5,631-78.2% | $6,689-81.7% |
| Admin fee / account holder | $556,896 | $19,275+2789.3% | $15,885+3405.8% | $13,390+4058.9% |