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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 | $18,854 | $180,459-89.6% | $154,108-87.8% | $135,380-86.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -2.73% | 888.21%-890.9pp | 735.21%-737.9pp | 519.81%-522.5pp |
| Employer contribution / active EE | $4,321 | $6,035-28.4% | $5,298-18.4% | $4,779-9.6% |
| Participant deferral / active EE | $1,262 | $5,806-78.3% | $5,081-75.2% | $5,609-77.5% |
| Admin fee / account holder | $1,655 | $16,145-89.8% | $13,411-87.7% | $10,828-84.7% |