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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 | $25,278 | $209,888-88.0% | $189,545-86.7% | $167,553-84.9% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | -7.43% | 748.66%-756.1pp | 555.36%-562.8pp | 478.89%-486.3pp |
| Employer contribution / active EE | $14,471 | $6,915+109.3% | $6,162+134.8% | $4,840+199.0% |
| Participant deferral / active EE | $988 | $8,934-88.9% | $8,220-88.0% | $6,343-84.4% |
| Admin fee / account holder | $10,274 | $14,300-28.2% | $12,049-14.7% | $12,316-16.6% |