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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 | $17,926 | $180,462-90.1% | $154,111-88.4% | $135,379-86.8% |
| Participation rate | 95.5% | 87.4%+8.0pp | 83.0%+12.4pp | 82.6%+12.8pp |
| Annual return | -6.11% | 888.17%-894.3pp | 735.18%-741.3pp | 519.79%-525.9pp |
| Employer contribution / active EE | $1,618 | $6,036-73.2% | $5,298-69.5% | $4,779-66.1% |
| Participant deferral / active EE | $1,996 | $5,806-65.6% | $5,081-60.7% | $5,609-64.4% |
| Admin fee / account holder | $920 | $16,145-94.3% | $13,411-93.1% | $10,828-91.5% |