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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 | $15,896 | $180,459-91.2% | $154,108-89.7% | $135,380-88.3% |
| Participation rate | 94.4% | 87.4%+7.0pp | 83.0%+11.4pp | 82.6%+11.8pp |
| Annual return | -4.78% | 888.21%-893.0pp | 735.21%-740.0pp | 519.81%-524.6pp |
| Employer contribution / active EE | $1,667 | $6,035-72.4% | $5,298-68.5% | $4,779-65.1% |
| Participant deferral / active EE | $1,046 | $5,806-82.0% | $5,081-79.4% | $5,609-81.4% |
| Admin fee / account holder | $4,525 | $16,145-72.0% | $13,411-66.3% | $10,828-58.2% |