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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 | $3,965 | $92,743-95.7% | $82,744-95.2% | $134,532-97.1% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.6%+7.4pp | 81.2%-1.2pp |
| Annual return | -11.25% | 946.63%-957.9pp | 702.22%-713.5pp | 418.27%-429.5pp |
| Employer contribution / active EE | $379 | $3,273-88.4% | $3,008-87.4% | $4,741-92.0% |
| Participant deferral / active EE | $887 | $4,802-81.5% | $4,395-79.8% | $6,401-86.1% |
| Admin fee / account holder | $864 | $5,977-85.5% | $5,325-83.8% | $11,429-92.4% |