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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 | $460 | $160,028-99.7% | $147,080-99.7% | $145,884-99.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | -2.37% | 98.60%-101.0pp | 420.17%-422.5pp | 551.85%-554.2pp |
| Employer contribution / active EE | $9,302 | $5,286+76.0% | $4,933+88.6% | $4,662+99.5% |
| Participant deferral / active EE | $160 | $8,422-98.1% | $8,066-98.0% | $6,690-97.6% |
| Admin fee / account holder | $13,516 | $15,030-10.1% | $12,989+4.1% | $13,392+0.9% |