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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.)
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 | $15,840 | $160,059-90.1% | $140,019-88.7% | $135,379-88.3% |
| Participation rate | 86.7% | 88.5%-1.9pp | 87.5%-0.8pp | 82.6%+4.0pp |
| Annual return | -0.80% | 911.44%-912.2pp | 651.15%-652.0pp | 519.79%-520.6pp |
| Employer contribution / active EE | $3,097 | $6,420-51.8% | $5,605-44.7% | $4,779-35.2% |
| Participant deferral / active EE | $693 | $7,641-90.9% | $6,927-90.0% | $5,609-87.6% |
| Admin fee / account holder | $6,012 | $13,328-54.9% | $10,705-43.8% | $10,828-44.5% |