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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 | $4,698 | $138,114-96.6% | $125,391-96.3% | $134,545-96.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -11.74% | 750.88%-762.6pp | 572.41%-584.2pp | 418.37%-430.1pp |
| Employer contribution / active EE | $1,436 | $5,246-72.6% | $4,816-70.2% | $4,742-69.7% |
| Participant deferral / active EE | $1,973 | $7,801-74.7% | $7,448-73.5% | $6,401-69.2% |
| Admin fee / account holder | $2,859 | $11,570-75.3% | $10,009-71.4% | $11,431-75.0% |