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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 | $21,782 | $180,459-87.9% | $154,108-85.9% | $135,380-83.9% |
| Participation rate | 94.7% | 87.4%+7.3pp | 83.0%+11.7pp | 82.6%+12.1pp |
| Annual return | -6.20% | 888.21%-894.4pp | 735.21%-741.4pp | 519.81%-526.0pp |
| Employer contribution / active EE | $1,450 | $6,035-76.0% | $5,298-72.6% | $4,779-69.7% |
| Participant deferral / active EE | $489 | $5,806-91.6% | $5,081-90.4% | $5,609-91.3% |
| Admin fee / account holder | $1,493 | $16,145-90.8% | $13,411-88.9% | $10,828-86.2% |