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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 | $20,074 | $138,072-85.5% | $123,549-83.8% | $135,382-85.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.44% | 153.69%-158.1pp | 119.20%-123.6pp | 519.77%-524.2pp |
| Employer contribution / active EE | $8,433 | $5,152+63.7% | $4,628+82.2% | $4,779+76.5% |
| Participant deferral / active EE | $0 | $6,799-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $732 | $10,917-93.3% | $9,284-92.1% | $10,829-93.2% |