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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 | $20,996 | $180,466-88.4% | $154,114-86.4% | $135,382-84.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.29% | 888.15%-896.4pp | 735.16%-743.5pp | 519.77%-528.1pp |
| Employer contribution / active EE | $1,369 | $6,035-77.3% | $5,298-74.2% | $4,779-71.4% |
| Participant deferral / active EE | $1,878 | $5,806-67.6% | $5,081-63.0% | $5,609-66.5% |
| Admin fee / account holder | $538 | $16,144-96.7% | $13,411-96.0% | $10,829-95.0% |