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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 | $23,431 | $160,059-85.4% | $140,019-83.3% | $135,379-82.7% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.5%-1.8pp | 82.6%+3.1pp |
| Annual return | -2.69% | 911.44%-914.1pp | 651.15%-653.8pp | 519.79%-522.5pp |
| Employer contribution / active EE | $1,475 | $6,420-77.0% | $5,605-73.7% | $4,779-69.1% |
| Participant deferral / active EE | $831 | $7,641-89.1% | $6,927-88.0% | $5,609-85.2% |
| Admin fee / account holder | $461 | $13,328-96.5% | $10,705-95.7% | $10,828-95.7% |