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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 | $5,163 | $138,102-96.3% | $125,381-95.9% | $134,532-96.2% |
| Participation rate | 91.3% | 84.5%+6.8pp | 82.4%+8.9pp | 81.2%+10.1pp |
| Annual return | -19.90% | 750.73%-770.6pp | 572.31%-592.2pp | 418.27%-438.2pp |
| Employer contribution / active EE | $1,154 | $5,245-78.0% | $4,815-76.0% | $4,741-75.7% |
| Participant deferral / active EE | $1,828 | $7,801-76.6% | $7,448-75.5% | $6,401-71.4% |
| Admin fee / account holder | $343 | $11,568-97.0% | $10,007-96.6% | $11,429-97.0% |