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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 | $19,122 | $160,059-88.1% | $140,019-86.3% | $135,380-85.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -3.16% | 911.48%-914.6pp | 651.17%-654.3pp | 519.81%-523.0pp |
| Employer contribution / active EE | $1,420 | $6,420-77.9% | $5,605-74.7% | $4,779-70.3% |
| Participant deferral / active EE | $1,726 | $7,641-77.4% | $6,927-75.1% | $5,609-69.2% |
| Admin fee / account holder | $8,073 | $13,328-39.4% | $10,705-24.6% | $10,828-25.4% |