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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 | $9,090 | $138,076-93.4% | $123,553-92.6% | $135,380-93.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.30% | 153.70%-158.0pp | 119.21%-123.5pp | 519.81%-524.1pp |
| Employer contribution / active EE | $1,074 | $5,152-79.2% | $4,628-76.8% | $4,779-77.5% |
| Participant deferral / active EE | $1,327 | $6,800-80.5% | $6,426-79.4% | $5,609-76.3% |
| Admin fee / account holder | $359 | $10,917-96.7% | $9,284-96.1% | $10,828-96.7% |