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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 | $13,181 | $138,102-90.5% | $125,381-89.5% | $134,532-90.2% |
| Participation rate | 76.9% | 84.5%-7.6pp | 82.4%-5.5pp | 81.2%-4.3pp |
| Annual return | -20.30% | 750.73%-771.0pp | 572.31%-592.6pp | 418.27%-438.6pp |
| Employer contribution / active EE | $1,333 | $5,245-74.6% | $4,815-72.3% | $4,741-71.9% |
| Participant deferral / active EE | $2,170 | $7,801-72.2% | $7,448-70.9% | $6,401-66.1% |
| Admin fee / account holder | $2,151 | $11,568-81.4% | $10,007-78.5% | $11,429-81.2% |