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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 | $21,325 | $135,645-84.3% | $110,243-80.7% | $135,380-84.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -5.24% | 513.24%-518.5pp | 314.76%-320.0pp | 519.81%-525.0pp |
| Employer contribution / active EE | $1,965 | $4,907-60.0% | $3,827-48.6% | $4,779-58.9% |
| Participant deferral / active EE | $972 | $5,507-82.3% | $4,672-79.2% | $5,609-82.7% |
| Admin fee / account holder | $806 | $11,458-93.0% | $8,548-90.6% | $10,828-92.6% |