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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 | $15,953 | $135,645-88.2% | $110,243-85.5% | $135,379-88.2% |
| Participation rate | 92.9% | 83.5%+9.4pp | 79.8%+13.0pp | 82.6%+10.2pp |
| Annual return | -6.66% | 513.24%-519.9pp | 314.76%-321.4pp | 519.79%-526.5pp |
| Employer contribution / active EE | $4,612 | $4,907-6.0% | $3,827+20.5% | $4,779-3.5% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $430 | $11,458-96.2% | $8,548-95.0% | $10,828-96.0% |