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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 | $3,750 | $92,766-96.0% | $82,763-95.5% | $134,545-97.2% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -19.35% | 946.97%-966.3pp | 702.45%-721.8pp | 418.37%-437.7pp |
| Employer contribution / active EE | $356 | $3,273-89.1% | $3,008-88.2% | $4,742-92.5% |
| Participant deferral / active EE | $560 | $4,802-88.3% | $4,395-87.3% | $6,401-91.3% |
| Admin fee / account holder | $794 | $5,978-86.7% | $5,325-85.1% | $11,431-93.1% |