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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 | $6,388 | $138,076-95.4% | $123,553-94.8% | $135,380-95.3% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -4.62% | 153.70%-158.3pp | 119.21%-123.8pp | 519.81%-524.4pp |
| Employer contribution / active EE | $1,652 | $5,152-67.9% | $4,628-64.3% | $4,779-65.4% |
| Participant deferral / active EE | $1,394 | $6,800-79.5% | $6,426-78.3% | $5,609-75.1% |
| Admin fee / account holder | $5,388 | $10,917-50.6% | $9,284-42.0% | $10,828-50.2% |