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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 | $6,710 | $138,114-95.1% | $125,391-94.6% | $134,545-95.0% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -19.08% | 750.88%-770.0pp | 572.41%-591.5pp | 418.37%-437.4pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,568 | $7,801-79.9% | $7,448-78.9% | $6,401-75.5% |
| Admin fee / account holder | $440 | $11,570-96.2% | $10,009-95.6% | $11,431-96.1% |