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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 | $15,582 | $160,059-90.3% | $140,019-88.9% | $135,380-88.5% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.5%-1.8pp | 82.6%+3.1pp |
| Annual return | -6.69% | 911.48%-918.2pp | 651.17%-657.9pp | 519.81%-526.5pp |
| Employer contribution / active EE | $2,420 | $6,420-62.3% | $5,605-56.8% | $4,779-49.4% |
| Participant deferral / active EE | $2,420 | $7,641-68.3% | $6,927-65.1% | $5,609-56.9% |
| Admin fee / account holder | $4,964 | $13,328-62.8% | $10,705-53.6% | $10,828-54.2% |