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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 | $3,804 | $168,635-97.7% | $147,617-97.4% | $125,389-97.0% |
| Participation rate | 85.7% | 88.8%-3.1pp | 84.6%+1.1pp | 83.2%+2.5pp |
| Annual return | -2.90% | 77.65%-80.5pp | 61.98%-64.9pp | 282.24%-285.1pp |
| Employer contribution / active EE | $2,524 | $6,252-59.6% | $5,564-54.6% | $4,866-48.1% |
| Participant deferral / active EE | $816 | $5,507-85.2% | $4,895-83.3% | $5,352-84.8% |
| Admin fee / account holder | $1,086 | $13,580-92.0% | $11,612-90.6% | $9,541-88.6% |