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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 | $7,990 | $138,076-94.2% | $123,553-93.5% | $135,380-94.1% |
| Participation rate | 92.3% | 84.7%+7.6pp | 82.3%+10.0pp | 82.6%+9.7pp |
| Annual return | -3.23% | 153.70%-156.9pp | 119.21%-122.4pp | 519.81%-523.0pp |
| Employer contribution / active EE | $1,655 | $5,152-67.9% | $4,628-64.2% | $4,779-65.4% |
| Participant deferral / active EE | $456 | $6,800-93.3% | $6,426-92.9% | $5,609-91.9% |
| Admin fee / account holder | $4,491 | $10,917-58.9% | $9,284-51.6% | $10,828-58.5% |