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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 | $8,715 | $138,114-93.7% | $125,391-93.0% | $134,545-93.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.90% | 750.88%-766.8pp | 572.41%-588.3pp | 418.37%-434.3pp |
| Employer contribution / active EE | $2,300 | $5,246-56.2% | $4,816-52.2% | $4,742-51.5% |
| Participant deferral / active EE | $1,353 | $7,801-82.7% | $7,448-81.8% | $6,401-78.9% |
| Admin fee / account holder | $1,313 | $11,570-88.7% | $10,009-86.9% | $11,431-88.5% |