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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 | $13,916 | $97,761-85.8% | $83,850-83.4% | $135,382-89.7% |
| Participation rate | 95.2% | 80.0%+15.3pp | 76.1%+19.1pp | 82.6%+12.6pp |
| Annual return | -15.10% | 1287.44%-1302.5pp | 850.92%-866.0pp | 519.77%-534.9pp |
| Employer contribution / active EE | $10,162 | $4,222+140.7% | $3,631+179.9% | $4,779+112.7% |
| Participant deferral / active EE | $0 | $4,682-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $848 | $6,674-87.3% | $5,478-84.5% | $10,829-92.2% |