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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 | $4,391 | $180,462-97.6% | $154,111-97.2% | $135,379-96.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.36% | 888.17%-893.5pp | 735.18%-740.5pp | 519.79%-525.1pp |
| Employer contribution / active EE | $1,980 | $6,036-67.2% | $5,298-62.6% | $4,779-58.6% |
| Participant deferral / active EE | $1,041 | $5,806-82.1% | $5,081-79.5% | $5,609-81.4% |
| Admin fee / account holder | $5,962 | $16,145-63.1% | $13,411-55.5% | $10,828-44.9% |