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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 | $7,398 | $138,075-94.6% | $123,552-94.0% | $135,379-94.5% |
| Participation rate | 84.6% | 84.7%-0.1pp | 82.3%+2.3pp | 82.6%+2.0pp |
| Annual return | -6.76% | 153.70%-160.5pp | 119.20%-126.0pp | 519.79%-526.6pp |
| Employer contribution / active EE | $903 | $5,152-82.5% | $4,628-80.5% | $4,779-81.1% |
| Participant deferral / active EE | $1,711 | $6,800-74.8% | $6,426-73.4% | $5,609-69.5% |
| Admin fee / account holder | $427 | $10,917-96.1% | $9,285-95.4% | $10,828-96.1% |