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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 | $17,933 | $160,059-88.8% | $140,019-87.2% | $135,382-86.8% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.5%0pp | 82.6%+4.9pp |
| Annual return | -4.59% | 911.44%-916.0pp | 651.15%-655.7pp | 519.77%-524.4pp |
| Employer contribution / active EE | $1,553 | $6,420-75.8% | $5,605-72.3% | $4,779-67.5% |
| Participant deferral / active EE | $2,011 | $7,641-73.7% | $6,927-71.0% | $5,609-64.2% |
| Admin fee / account holder | $3,307 | $13,328-75.2% | $10,705-69.1% | $10,829-69.5% |