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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 | $8,017 | $90,617-91.2% | $79,476-89.9% | $135,382-94.1% |
| Participation rate | 75.0% | 76.1%-1.1pp | 73.3%+1.7pp | 82.6%-7.6pp |
| Annual return | -2.47% | 977.57%-980.0pp | 718.21%-720.7pp | 519.77%-522.2pp |
| Employer contribution / active EE | $202 | $3,068-93.4% | $2,800-92.8% | $4,779-95.8% |
| Participant deferral / active EE | $30 | $4,050-99.3% | $3,704-99.2% | $5,609-99.5% |
| Admin fee / account holder | $416 | $5,907-93.0% | $5,113-91.9% | $10,829-96.2% |