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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 | $183,592-98.2% | $155,574-97.8% | $145,877-97.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | -6.19% | 61.37%-67.6pp | 64.87%-71.1pp | 551.28%-557.5pp |
| Employer contribution / active EE | $34,046 | $5,317+540.4% | $4,676+628.1% | $4,663+630.1% |
| Participant deferral / active EE | $1,225 | $6,466-81.1% | $5,629-78.2% | $6,691-81.7% |
| Admin fee / account holder | $556,896 | $19,316+2783.1% | $15,914+3399.4% | $13,402+4055.3% |