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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 | $7,340 | $138,102-94.7% | $125,381-94.1% | $134,532-94.5% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -10.28% | 750.73%-761.0pp | 572.31%-582.6pp | 418.27%-428.5pp |
| Employer contribution / active EE | $1,595 | $5,245-69.6% | $4,815-66.9% | $4,741-66.3% |
| Participant deferral / active EE | $1,380 | $7,801-82.3% | $7,448-81.5% | $6,401-78.4% |
| Admin fee / account holder | $10,943 | $11,568-5.4% | $10,007+9.4% | $11,429-4.2% |