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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 | $6,378 | $138,114-95.4% | $125,391-94.9% | $134,545-95.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -5.60% | 750.88%-756.5pp | 572.41%-578.0pp | 418.37%-424.0pp |
| Employer contribution / active EE | $1,180 | $5,246-77.5% | $4,816-75.5% | $4,742-75.1% |
| Participant deferral / active EE | $574 | $7,801-92.6% | $7,448-92.3% | $6,401-91.0% |
| Admin fee / account holder | $5,346 | $11,570-53.8% | $10,009-46.6% | $11,431-53.2% |