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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 | $10,416 | $135,639-92.3% | $110,241-90.6% | $135,382-92.3% |
| Participation rate | 88.9% | 83.5%+5.4pp | 79.8%+9.1pp | 82.6%+6.2pp |
| Annual return | -8.33% | 513.21%-521.5pp | 314.75%-323.1pp | 519.77%-528.1pp |
| Employer contribution / active EE | $1,045 | $4,907-78.7% | $3,827-72.7% | $4,779-78.1% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $744 | $11,457-93.5% | $8,548-91.3% | $10,829-93.1% |