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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 | $13,761 | $56,197-75.5% | $67,652-79.7% | $59,633-76.9% |
| Participation rate | 85.7% | 71.5%+14.2pp | 75.7%+10.0pp | 68.7%+17.0pp |
| Annual return | -1.99% | 18508.10%-18510.1pp | 6625.40%-6627.4pp | 2041.45%-2043.4pp |
| Employer contribution / active EE | $1,765 | $1,615+9.3% | $2,266-22.1% | $2,203-19.9% |
| Participant deferral / active EE | $0 | $2,844-100.0% | $3,560-100.0% | $3,192-100.0% |
| Admin fee / account holder | $518 | $3,958-86.9% | $4,821-89.3% | $4,297-88.0% |