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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 | $11,738 | $138,114-91.5% | $125,391-90.6% | $134,545-91.3% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -18.00% | 750.88%-768.9pp | 572.41%-590.4pp | 418.37%-436.4pp |
| Employer contribution / active EE | $1,343 | $5,246-74.4% | $4,816-72.1% | $4,742-71.7% |
| Participant deferral / active EE | $2,315 | $7,801-70.3% | $7,448-68.9% | $6,401-63.8% |
| Admin fee / account holder | $1,024 | $11,570-91.2% | $10,009-89.8% | $11,431-91.0% |