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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 | $26,277 | $180,466-85.4% | $154,114-82.9% | $135,382-80.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.73% | 888.15%-894.9pp | 735.16%-741.9pp | 519.77%-526.5pp |
| Employer contribution / active EE | $1,482 | $6,035-75.5% | $5,298-72.0% | $4,779-69.0% |
| Participant deferral / active EE | $1,519 | $5,806-73.8% | $5,081-70.1% | $5,609-72.9% |
| Admin fee / account holder | $681 | $16,144-95.8% | $13,411-94.9% | $10,829-93.7% |