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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 | $3,928 | $138,114-97.2% | $125,391-96.9% | $134,545-97.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.88% | 750.88%-764.8pp | 572.41%-586.3pp | 418.37%-432.3pp |
| Employer contribution / active EE | $1,365 | $5,246-74.0% | $4,816-71.6% | $4,742-71.2% |
| Participant deferral / active EE | $1,373 | $7,801-82.4% | $7,448-81.6% | $6,401-78.6% |
| Admin fee / account holder | $2,382 | $11,570-79.4% | $10,009-76.2% | $11,431-79.2% |