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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 | $13,879 | $97,732-85.8% | $83,831-83.4% | $135,380-89.7% |
| Participation rate | 90.9% | 80.0%+11.0pp | 76.1%+14.8pp | 82.6%+8.3pp |
| Annual return | -6.12% | 1287.56%-1293.7pp | 850.99%-857.1pp | 519.81%-525.9pp |
| Employer contribution / active EE | $10,014 | $4,222+137.2% | $3,631+175.8% | $4,779+109.5% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $11,337 | $6,675+69.8% | $5,479+106.9% | $10,828+4.7% |