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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 | $11,780 | $138,102-91.5% | $125,381-90.6% | $134,532-91.2% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -13.74% | 750.73%-764.5pp | 572.31%-586.1pp | 418.27%-432.0pp |
| Employer contribution / active EE | $3,061 | $5,245-41.7% | $4,815-36.4% | $4,741-35.4% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $953 | $11,568-91.8% | $10,007-90.5% | $11,429-91.7% |