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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 | $13,947 | $138,102-89.9% | $125,381-88.9% | $134,532-89.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.47% | 750.73%-769.2pp | 572.31%-590.8pp | 418.27%-436.7pp |
| Employer contribution / active EE | $1,597 | $5,245-69.6% | $4,815-66.8% | $4,741-66.3% |
| Participant deferral / active EE | $763 | $7,801-90.2% | $7,448-89.8% | $6,401-88.1% |
| Admin fee / account holder | $1,147 | $11,568-90.1% | $10,007-88.5% | $11,429-90.0% |