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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 | $8,530 | $138,102-93.8% | $125,381-93.2% | $134,532-93.7% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -16.90% | 750.73%-767.6pp | 572.31%-589.2pp | 418.27%-435.2pp |
| Employer contribution / active EE | $1,200 | $5,245-77.1% | $4,815-75.1% | $4,741-74.7% |
| Participant deferral / active EE | $2,035 | $7,801-73.9% | $7,448-72.7% | $6,401-68.2% |
| Admin fee / account holder | $15,813 | $11,568+36.7% | $10,007+58.0% | $11,429+38.4% |