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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 | $12,456 | $138,078-91.0% | $125,363-90.1% | $134,509-90.7% |
| Participation rate | 70.6% | 84.5%-13.9pp | 82.4%-11.8pp | 81.2%-10.6pp |
| Annual return | -18.75% | 750.49%-769.2pp | 572.15%-590.9pp | 418.13%-436.9pp |
| Employer contribution / active EE | $1,668 | $5,245-68.2% | $4,815-65.3% | $4,741-64.8% |
| Participant deferral / active EE | $2,451 | $7,800-68.6% | $7,447-67.1% | $6,400-61.7% |
| Admin fee / account holder | $3,936 | $11,566-66.0% | $10,005-60.7% | $11,427-65.6% |