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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 | $1,799 | $160,040-98.9% | $147,096-98.8% | $145,877-98.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 0.00% | 98.49%-98.5pp | 419.75%-419.7pp | 551.28%-551.3pp |
| Employer contribution / active EE | $1,192 | $5,289-77.5% | $4,936-75.9% | $4,663-74.4% |
| Participant deferral / active EE | $2,341 | $8,429-72.2% | $8,071-71.0% | $6,691-65.0% |
| Admin fee / account holder | $1,860 | $15,050-87.6% | $13,005-85.7% | $13,402-86.1% |