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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 | $4,750 | $138,102-96.6% | $125,381-96.2% | $134,532-96.5% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -8.30% | 750.73%-759.0pp | 572.31%-580.6pp | 418.27%-426.6pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $400 | $7,801-94.9% | $7,448-94.6% | $6,401-93.8% |
| Admin fee / account holder | $9,507 | $11,568-17.8% | $10,007-5.0% | $11,429-16.8% |