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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 | $6,236 | $160,059-96.1% | $140,019-95.5% | $135,380-95.4% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.5%-4.2pp | 82.6%+0.7pp |
| Annual return | -4.26% | 911.48%-915.7pp | 651.17%-655.4pp | 519.81%-524.1pp |
| Employer contribution / active EE | $2,000 | $6,420-68.8% | $5,605-64.3% | $4,779-58.2% |
| Participant deferral / active EE | $2,086 | $7,641-72.7% | $6,927-69.9% | $5,609-62.8% |
| Admin fee / account holder | $954 | $13,328-92.8% | $10,705-91.1% | $10,828-91.2% |