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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 | $4,563 | $138,102-96.7% | $125,381-96.4% | $134,532-96.6% |
| Participation rate | 91.7% | 84.5%+7.2pp | 82.4%+9.3pp | 81.2%+10.4pp |
| Annual return | -11.28% | 750.73%-762.0pp | 572.31%-583.6pp | 418.27%-429.5pp |
| Employer contribution / active EE | $1,068 | $5,245-79.6% | $4,815-77.8% | $4,741-77.5% |
| Participant deferral / active EE | $2,293 | $7,801-70.6% | $7,448-69.2% | $6,401-64.2% |
| Admin fee / account holder | $582 | $11,568-95.0% | $10,007-94.2% | $11,429-94.9% |