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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 | $6,916 | $138,102-95.0% | $125,381-94.5% | $134,532-94.9% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -20.12% | 750.73%-770.8pp | 572.31%-592.4pp | 418.27%-438.4pp |
| Employer contribution / active EE | $2,045 | $5,245-61.0% | $4,815-57.5% | $4,741-56.9% |
| Participant deferral / active EE | $2,045 | $7,801-73.8% | $7,448-72.5% | $6,401-68.1% |
| Admin fee / account holder | $1,132 | $11,568-90.2% | $10,007-88.7% | $11,429-90.1% |