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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 | $6,683 | $138,114-95.2% | $125,391-94.7% | $134,545-95.0% |
| Participation rate | 95.8% | 84.5%+11.3pp | 82.4%+13.4pp | 81.2%+14.6pp |
| Annual return | -19.06% | 750.88%-769.9pp | 572.41%-591.5pp | 418.37%-437.4pp |
| Employer contribution / active EE | $1,408 | $5,246-73.2% | $4,816-70.8% | $4,742-70.3% |
| Participant deferral / active EE | $2,042 | $7,801-73.8% | $7,448-72.6% | $6,401-68.1% |
| Admin fee / account holder | $1,671 | $11,570-85.6% | $10,009-83.3% | $11,431-85.4% |