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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 | $8,162 | $138,114-94.1% | $125,391-93.5% | $134,545-93.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -8.16% | 750.88%-759.0pp | 572.41%-580.6pp | 418.37%-426.5pp |
| Employer contribution / active EE | $2,215 | $5,246-57.8% | $4,816-54.0% | $4,742-53.3% |
| Participant deferral / active EE | $2,511 | $7,801-67.8% | $7,448-66.3% | $6,401-60.8% |
| Admin fee / account holder | $818 | $11,570-92.9% | $10,009-91.8% | $11,431-92.8% |