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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 | $6,034 | $168,635-96.4% | $147,617-95.9% | $125,389-95.2% |
| Participation rate | 87.5% | 88.8%-1.3pp | 84.6%+2.9pp | 83.2%+4.3pp |
| Annual return | -3.06% | 77.65%-80.7pp | 61.98%-65.0pp | 282.24%-285.3pp |
| Employer contribution / active EE | $2,923 | $6,252-53.3% | $5,564-47.5% | $4,866-39.9% |
| Participant deferral / active EE | $998 | $5,507-81.9% | $4,895-79.6% | $5,352-81.3% |
| Admin fee / account holder | $1,047 | $13,580-92.3% | $11,612-91.0% | $9,541-89.0% |