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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 | $11,294 | $190,862-94.1% | $159,991-92.9% | $134,509-91.6% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.0%+10.9pp | 81.2%+7.7pp |
| Annual return | -10.74% | 552.59%-563.3pp | 408.82%-419.6pp | 418.13%-428.9pp |
| Employer contribution / active EE | $1,367 | $4,995-72.6% | $4,225-67.6% | $4,741-71.2% |
| Participant deferral / active EE | $0 | $6,924-100.0% | $6,183-100.0% | $6,400-100.0% |
| Admin fee / account holder | $6,758 | $10,495-35.6% | $8,715-22.5% | $11,427-40.9% |