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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 | $22,315 | $160,059-86.1% | $140,019-84.1% | $135,379-83.5% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.5%-4.2pp | 82.6%+0.7pp |
| Annual return | -4.28% | 911.44%-915.7pp | 651.15%-655.4pp | 519.79%-524.1pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,047 | $7,641-86.3% | $6,927-84.9% | $5,609-81.3% |
| Admin fee / account holder | $330 | $13,328-97.5% | $10,705-96.9% | $10,828-97.0% |