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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 | $22,381 | $180,459-87.6% | $154,108-85.5% | $135,380-83.5% |
| Participation rate | 90.9% | 87.4%+3.5pp | 83.0%+7.9pp | 82.6%+8.3pp |
| Annual return | -7.33% | 888.21%-895.5pp | 735.21%-742.5pp | 519.81%-527.1pp |
| Employer contribution / active EE | $2,371 | $6,035-60.7% | $5,298-55.2% | $4,779-50.4% |
| Participant deferral / active EE | $1,955 | $5,806-66.3% | $5,081-61.5% | $5,609-65.1% |
| Admin fee / account holder | $558 | $16,145-96.5% | $13,411-95.8% | $10,828-94.9% |