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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 | $13,975 | $138,114-89.9% | $125,391-88.9% | $134,545-89.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.84% | 750.88%-768.7pp | 572.41%-590.3pp | 418.37%-436.2pp |
| Employer contribution / active EE | $1,078 | $5,246-79.5% | $4,816-77.6% | $4,742-77.3% |
| Participant deferral / active EE | $939 | $7,801-88.0% | $7,448-87.4% | $6,401-85.3% |
| Admin fee / account holder | $647 | $11,570-94.4% | $10,009-93.5% | $11,431-94.3% |