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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 | $2,342 | $180,459-98.7% | $154,108-98.5% | $135,380-98.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.15% | 888.21%-893.4pp | 735.21%-740.4pp | 519.81%-525.0pp |
| Employer contribution / active EE | $1,283 | $6,035-78.7% | $5,298-75.8% | $4,779-73.1% |
| Participant deferral / active EE | $1,093 | $5,806-81.2% | $5,081-78.5% | $5,609-80.5% |
| Admin fee / account holder | $1,818 | $16,145-88.7% | $13,411-86.4% | $10,828-83.2% |