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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 | $19,533 | $160,059-87.8% | $140,019-86.0% | $135,380-85.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -6.35% | 911.48%-917.8pp | 651.17%-657.5pp | 519.81%-526.2pp |
| Employer contribution / active EE | $3,065 | $6,420-52.2% | $5,605-45.3% | $4,779-35.9% |
| Participant deferral / active EE | $1,034 | $7,641-86.5% | $6,927-85.1% | $5,609-81.6% |
| Admin fee / account holder | $8,127 | $13,328-39.0% | $10,705-24.1% | $10,828-24.9% |