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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 | $6,088 | $138,078-95.6% | $125,363-95.1% | $134,509-95.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.38% | 750.49%-766.9pp | 572.15%-588.5pp | 418.13%-434.5pp |
| Employer contribution / active EE | $2,005 | $5,245-61.8% | $4,815-58.4% | $4,741-57.7% |
| Participant deferral / active EE | $2,444 | $7,800-68.7% | $7,447-67.2% | $6,400-61.8% |
| Admin fee / account holder | $1,004 | $11,566-91.3% | $10,005-90.0% | $11,427-91.2% |