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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 | $27,711 | $180,466-84.6% | $154,114-82.0% | $135,382-79.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.57% | 888.15%-895.7pp | 735.16%-742.7pp | 519.77%-527.3pp |
| Employer contribution / active EE | $5,701 | $6,035-5.5% | $5,298+7.6% | $4,779+19.3% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,222 | $16,144-86.2% | $13,411-83.4% | $10,829-79.5% |