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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 | $1,345 | $92,743-98.5% | $82,744-98.4% | $134,532-99.0% |
| Participation rate | 81.8% | 75.2%+6.6pp | 72.6%+9.3pp | 81.2%+0.6pp |
| Annual return | -15.68% | 946.63%-962.3pp | 702.22%-717.9pp | 418.27%-433.9pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $863 | $4,802-82.0% | $4,395-80.4% | $6,401-86.5% |
| Admin fee / account holder | $682 | $5,977-88.6% | $5,325-87.2% | $11,429-94.0% |