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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 | $13,398 | $138,102-90.3% | $125,381-89.3% | $134,532-90.0% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -9.71% | 750.73%-760.4pp | 572.31%-582.0pp | 418.27%-428.0pp |
| Employer contribution / active EE | $1,466 | $5,245-72.1% | $4,815-69.6% | $4,741-69.1% |
| Participant deferral / active EE | $2,516 | $7,801-67.8% | $7,448-66.2% | $6,401-60.7% |
| Admin fee / account holder | $303 | $11,568-97.4% | $10,007-97.0% | $11,429-97.3% |