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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 | $9,362 | $138,114-93.2% | $125,391-92.5% | $134,545-93.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.78% | 750.88%-768.7pp | 572.41%-590.2pp | 418.37%-436.2pp |
| Employer contribution / active EE | $1,281 | $5,246-75.6% | $4,816-73.4% | $4,742-73.0% |
| Participant deferral / active EE | $2,030 | $7,801-74.0% | $7,448-72.7% | $6,401-68.3% |
| Admin fee / account holder | $1,406 | $11,570-87.8% | $10,009-86.0% | $11,431-87.7% |