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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 | $12,086 | $168,635-92.8% | $147,617-91.8% | $125,389-90.4% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.28% | 77.65%-78.9pp | 61.98%-63.3pp | 282.24%-283.5pp |
| Employer contribution / active EE | $1,938 | $6,252-69.0% | $5,564-65.2% | $4,866-60.2% |
| Participant deferral / active EE | $930 | $5,507-83.1% | $4,895-81.0% | $5,352-82.6% |
| Admin fee / account holder | $1,829 | $13,580-86.5% | $11,612-84.2% | $9,541-80.8% |