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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 | $12,678 | $138,114-90.8% | $125,391-89.9% | $134,545-90.6% |
| Participation rate | 84.6% | 84.5%+0.1pp | 82.4%+2.2pp | 81.2%+3.4pp |
| Annual return | -18.49% | 750.88%-769.4pp | 572.41%-590.9pp | 418.37%-436.9pp |
| Employer contribution / active EE | $2,375 | $5,246-54.7% | $4,816-50.7% | $4,742-49.9% |
| Participant deferral / active EE | $113 | $7,801-98.5% | $7,448-98.5% | $6,401-98.2% |
| Admin fee / account holder | $346 | $11,570-97.0% | $10,009-96.5% | $11,431-97.0% |