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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 | $24,164 | $180,462-86.6% | $154,111-84.3% | $135,379-82.2% |
| Participation rate | 85.7% | 87.4%-1.7pp | 83.0%+2.7pp | 82.6%+3.1pp |
| Annual return | -4.27% | 888.17%-892.4pp | 735.18%-739.5pp | 519.79%-524.1pp |
| Employer contribution / active EE | $1,277 | $6,036-78.8% | $5,298-75.9% | $4,779-73.3% |
| Participant deferral / active EE | $1,785 | $5,806-69.3% | $5,081-64.9% | $5,609-68.2% |
| Admin fee / account holder | $1,470 | $16,145-90.9% | $13,411-89.0% | $10,828-86.4% |