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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 | $4,475 | $138,102-96.8% | $125,381-96.4% | $134,532-96.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.17% | 750.73%-768.9pp | 572.31%-590.5pp | 418.27%-436.4pp |
| Employer contribution / active EE | $1,364 | $5,245-74.0% | $4,815-71.7% | $4,741-71.2% |
| Participant deferral / active EE | $2,062 | $7,801-73.6% | $7,448-72.3% | $6,401-67.8% |
| Admin fee / account holder | $353 | $11,568-97.0% | $10,007-96.5% | $11,429-96.9% |