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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 | $8,319 | $160,059-94.8% | $140,019-94.1% | $135,379-93.9% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.5%-12.5pp | 82.6%-7.6pp |
| Annual return | -5.96% | 911.44%-917.4pp | 651.15%-657.1pp | 519.79%-525.7pp |
| Employer contribution / active EE | $1,845 | $6,420-71.3% | $5,605-67.1% | $4,779-61.4% |
| Participant deferral / active EE | $2,125 | $7,641-72.2% | $6,927-69.3% | $5,609-62.1% |
| Admin fee / account holder | $14,962 | $13,328+12.3% | $10,705+39.8% | $10,828+38.2% |