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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 | $3,507 | $138,102-97.5% | $125,381-97.2% | $134,532-97.4% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -3.04% | 750.73%-753.8pp | 572.31%-575.4pp | 418.27%-421.3pp |
| Employer contribution / active EE | $972 | $5,245-81.5% | $4,815-79.8% | $4,741-79.5% |
| Participant deferral / active EE | $1,355 | $7,801-82.6% | $7,448-81.8% | $6,401-78.8% |
| Admin fee / account holder | $1,203 | $11,568-89.6% | $10,007-88.0% | $11,429-89.5% |