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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 | $14,062 | $138,102-89.8% | $125,381-88.8% | $134,532-89.5% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -20.35% | 750.73%-771.1pp | 572.31%-592.7pp | 418.27%-438.6pp |
| Employer contribution / active EE | $1,630 | $5,245-68.9% | $4,815-66.1% | $4,741-65.6% |
| Participant deferral / active EE | $957 | $7,801-87.7% | $7,448-87.1% | $6,401-85.0% |
| Admin fee / account holder | $872 | $11,568-92.5% | $10,007-91.3% | $11,429-92.4% |