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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 | $4,079 | $84,685-95.2% | $73,836-94.5% | $125,389-96.7% |
| Participation rate | 90.0% | 76.8%+13.2pp | 73.4%+16.6pp | 83.2%+6.8pp |
| Annual return | -3.20% | 3123.80%-3127.0pp | 2268.06%-2271.3pp | 282.24%-285.4pp |
| Employer contribution / active EE | $755 | $3,123-75.8% | $2,787-72.9% | $4,866-84.5% |
| Participant deferral / active EE | $566 | $3,993-85.8% | $3,583-84.2% | $5,352-89.4% |
| Admin fee / account holder | $5,085 | $5,694-10.7% | $4,882+4.2% | $9,541-46.7% |