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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 | $2,573 | $138,114-98.1% | $125,391-97.9% | $134,545-98.1% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -16.96% | 750.88%-767.8pp | 572.41%-589.4pp | 418.37%-435.3pp |
| Employer contribution / active EE | $1,256 | $5,246-76.1% | $4,816-73.9% | $4,742-73.5% |
| Participant deferral / active EE | $2,517 | $7,801-67.7% | $7,448-66.2% | $6,401-60.7% |
| Admin fee / account holder | $815 | $11,570-93.0% | $10,009-91.9% | $11,431-92.9% |