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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 | $11,494 | $84,685-86.4% | $73,836-84.4% | $125,389-90.8% |
| Participation rate | 83.3% | 76.8%+6.6pp | 73.4%+9.9pp | 83.2%+0.1pp |
| Annual return | -0.28% | 3123.80%-3124.1pp | 2268.06%-2268.3pp | 282.24%-282.5pp |
| Employer contribution / active EE | $1,846 | $3,123-40.9% | $2,787-33.8% | $4,866-62.1% |
| Participant deferral / active EE | $181 | $3,993-95.5% | $3,583-95.0% | $5,352-96.6% |
| Admin fee / account holder | $458 | $5,694-92.0% | $4,882-90.6% | $9,541-95.2% |