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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 | $16,612 | $180,462-90.8% | $154,111-89.2% | $135,379-87.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.75% | 888.17%-896.9pp | 735.18%-743.9pp | 519.79%-528.5pp |
| Employer contribution / active EE | $1,853 | $6,036-69.3% | $5,298-65.0% | $4,779-61.2% |
| Participant deferral / active EE | $1,372 | $5,806-76.4% | $5,081-73.0% | $5,609-75.5% |
| Admin fee / account holder | $1,248 | $16,145-92.3% | $13,411-90.7% | $10,828-88.5% |