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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 | $11,917 | $138,102-91.4% | $125,381-90.5% | $134,532-91.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.36% | 750.73%-769.1pp | 572.31%-590.7pp | 418.27%-436.6pp |
| Employer contribution / active EE | $1,508 | $5,245-71.3% | $4,815-68.7% | $4,741-68.2% |
| Participant deferral / active EE | $2,335 | $7,801-70.1% | $7,448-68.6% | $6,401-63.5% |
| Admin fee / account holder | $3,521 | $11,568-69.6% | $10,007-64.8% | $11,429-69.2% |