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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 | $7,970 | $138,078-94.2% | $125,363-93.6% | $134,509-94.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.32% | 750.49%-769.8pp | 572.15%-591.5pp | 418.13%-437.5pp |
| Employer contribution / active EE | $1,791 | $5,245-65.8% | $4,815-62.8% | $4,741-62.2% |
| Participant deferral / active EE | $2,075 | $7,800-73.4% | $7,447-72.1% | $6,400-67.6% |
| Admin fee / account holder | $621 | $11,566-94.6% | $10,005-93.8% | $11,427-94.6% |