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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 | $10,217 | $138,102-92.6% | $125,381-91.9% | $134,532-92.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.51% | 750.73%-769.2pp | 572.31%-590.8pp | 418.27%-436.8pp |
| Employer contribution / active EE | $2,615 | $5,245-50.1% | $4,815-45.7% | $4,741-44.8% |
| Participant deferral / active EE | $971 | $7,801-87.6% | $7,448-87.0% | $6,401-84.8% |
| Admin fee / account holder | $2,105 | $11,568-81.8% | $10,007-79.0% | $11,429-81.6% |