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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 | $5,434 | $138,102-96.1% | $125,381-95.7% | $134,532-96.0% |
| Participation rate | 91.7% | 84.5%+7.2pp | 82.4%+9.3pp | 81.2%+10.4pp |
| Annual return | -12.06% | 750.73%-762.8pp | 572.31%-584.4pp | 418.27%-430.3pp |
| Employer contribution / active EE | $1,238 | $5,245-76.4% | $4,815-74.3% | $4,741-73.9% |
| Participant deferral / active EE | $2,151 | $7,801-72.4% | $7,448-71.1% | $6,401-66.4% |
| Admin fee / account holder | $421 | $11,568-96.4% | $10,007-95.8% | $11,429-96.3% |