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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 | $23,314 | $160,059-85.4% | $140,019-83.3% | $135,380-82.8% |
| Participation rate | 91.7% | 88.5%+3.1pp | 87.5%+4.2pp | 82.6%+9.0pp |
| Annual return | -3.96% | 911.48%-915.4pp | 651.17%-655.1pp | 519.81%-523.8pp |
| Employer contribution / active EE | $1,786 | $6,420-72.2% | $5,605-68.1% | $4,779-62.6% |
| Participant deferral / active EE | $1,806 | $7,641-76.4% | $6,927-73.9% | $5,609-67.8% |
| Admin fee / account holder | $1,466 | $13,328-89.0% | $10,705-86.3% | $10,828-86.5% |