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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 | $13,638 | $138,114-90.1% | $125,391-89.1% | $134,545-89.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.83% | 750.88%-770.7pp | 572.41%-592.2pp | 418.37%-438.2pp |
| Employer contribution / active EE | $2,267 | $5,246-56.8% | $4,816-52.9% | $4,742-52.2% |
| Participant deferral / active EE | $2,475 | $7,801-68.3% | $7,448-66.8% | $6,401-61.3% |
| Admin fee / account holder | $1,307 | $11,570-88.7% | $10,009-86.9% | $11,431-88.6% |