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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 | $7,311 | $138,102-94.7% | $125,381-94.2% | $134,532-94.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.06% | 750.73%-769.8pp | 572.31%-591.4pp | 418.27%-437.3pp |
| Employer contribution / active EE | $1,383 | $5,245-73.6% | $4,815-71.3% | $4,741-70.8% |
| Participant deferral / active EE | $1,788 | $7,801-77.1% | $7,448-76.0% | $6,401-72.1% |
| Admin fee / account holder | $1,045 | $11,568-91.0% | $10,007-89.6% | $11,429-90.9% |