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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 | $8,309 | $168,636-95.1% | $147,618-94.4% | $125,388-93.4% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.41% | 77.65%-80.1pp | 61.98%-64.4pp | 282.24%-284.6pp |
| Employer contribution / active EE | $2,251 | $6,252-64.0% | $5,565-59.5% | $4,866-53.7% |
| Participant deferral / active EE | $530 | $5,507-90.4% | $4,895-89.2% | $5,352-90.1% |
| Admin fee / account holder | $2,015 | $13,580-85.2% | $11,612-82.6% | $9,541-78.9% |