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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 | $28,229 | $180,459-84.4% | $154,108-81.7% | $135,380-79.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.54% | 888.21%-892.7pp | 735.21%-739.7pp | 519.81%-524.3pp |
| Employer contribution / active EE | $1,740 | $6,035-71.2% | $5,298-67.2% | $4,779-63.6% |
| Participant deferral / active EE | $285 | $5,806-95.1% | $5,081-94.4% | $5,609-94.9% |
| Admin fee / account holder | $4,959 | $16,145-69.3% | $13,411-63.0% | $10,828-54.2% |