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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 | $3,627 | $138,102-97.4% | $125,381-97.1% | $134,532-97.3% |
| Participation rate | 91.7% | 84.5%+7.2pp | 82.4%+9.3pp | 81.2%+10.4pp |
| Annual return | -18.84% | 750.73%-769.6pp | 572.31%-591.1pp | 418.27%-437.1pp |
| Employer contribution / active EE | $1,274 | $5,245-75.7% | $4,815-73.5% | $4,741-73.1% |
| Participant deferral / active EE | $1,758 | $7,801-77.5% | $7,448-76.4% | $6,401-72.5% |
| Admin fee / account holder | $1,890 | $11,568-83.7% | $10,007-81.1% | $11,429-83.5% |