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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 | $12,836 | $160,059-92.0% | $140,019-90.8% | $135,382-90.5% |
| Participation rate | 78.6% | 88.5%-10.0pp | 87.5%-8.9pp | 82.6%-4.1pp |
| Annual return | -6.02% | 911.44%-917.5pp | 651.15%-657.2pp | 519.77%-525.8pp |
| Employer contribution / active EE | $1,810 | $6,420-71.8% | $5,605-67.7% | $4,779-62.1% |
| Participant deferral / active EE | $692 | $7,641-90.9% | $6,927-90.0% | $5,609-87.7% |
| Admin fee / account holder | $7,737 | $13,328-41.9% | $10,705-27.7% | $10,829-28.5% |