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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 | $9,606 | $138,076-93.0% | $123,553-92.2% | $135,380-92.9% |
| Participation rate | 93.8% | 84.7%+9.0pp | 82.3%+11.5pp | 82.6%+11.1pp |
| Annual return | -8.04% | 153.70%-161.7pp | 119.21%-127.2pp | 519.81%-527.8pp |
| Employer contribution / active EE | $920 | $5,152-82.1% | $4,628-80.1% | $4,779-80.8% |
| Participant deferral / active EE | $2,084 | $6,800-69.4% | $6,426-67.6% | $5,609-62.8% |
| Admin fee / account holder | $891 | $10,917-91.8% | $9,284-90.4% | $10,828-91.8% |