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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 | $21,263 | $180,459-88.2% | $154,108-86.2% | $135,380-84.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.59% | 888.21%-893.8pp | 735.21%-740.8pp | 519.81%-525.4pp |
| Employer contribution / active EE | $3,279 | $6,035-45.7% | $5,298-38.1% | $4,779-31.4% |
| Participant deferral / active EE | $1,286 | $5,806-77.8% | $5,081-74.7% | $5,609-77.1% |
| Admin fee / account holder | $1,625 | $16,145-89.9% | $13,411-87.9% | $10,828-85.0% |