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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 | $2,449 | $138,072-98.2% | $123,549-98.0% | $135,382-98.2% |
| Participation rate | 93.8% | 84.7%+9.0pp | 82.3%+11.5pp | 82.6%+11.1pp |
| Annual return | -7.58% | 153.69%-161.3pp | 119.20%-126.8pp | 519.77%-527.3pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,656 | $6,799-75.6% | $6,426-74.2% | $5,609-70.5% |
| Admin fee / account holder | $824 | $10,917-92.4% | $9,284-91.1% | $10,829-92.4% |