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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 | $11,665 | $138,078-91.6% | $125,363-90.7% | $134,509-91.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.26% | 750.49%-768.8pp | 572.15%-590.4pp | 418.13%-436.4pp |
| Employer contribution / active EE | $1,300 | $5,245-75.2% | $4,815-73.0% | $4,741-72.6% |
| Participant deferral / active EE | $2,163 | $7,800-72.3% | $7,447-71.0% | $6,400-66.2% |
| Admin fee / account holder | $342 | $11,566-97.0% | $10,005-96.6% | $11,427-97.0% |