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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 | $12,601 | $160,059-92.1% | $140,019-91.0% | $135,380-90.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -4.73% | 911.48%-916.2pp | 651.17%-655.9pp | 519.81%-524.5pp |
| Employer contribution / active EE | $2,022 | $6,420-68.5% | $5,605-63.9% | $4,779-57.7% |
| Participant deferral / active EE | $2,248 | $7,641-70.6% | $6,927-67.5% | $5,609-59.9% |
| Admin fee / account holder | $533 | $13,328-96.0% | $10,705-95.0% | $10,828-95.1% |