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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 | $11,686 | $82,630-85.9% | $64,105-81.8% | $125,388-90.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -0.58% | 1489.72%-1490.3pp | 791.24%-791.8pp | 282.24%-282.8pp |
| Employer contribution / active EE | $1,346 | $2,671-49.6% | $1,820-26.1% | $4,866-72.3% |
| Participant deferral / active EE | $526 | $3,608-85.4% | $2,822-81.4% | $5,352-90.2% |
| Admin fee / account holder | $355 | $6,382-94.4% | $4,499-92.1% | $9,541-96.3% |