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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 | $7,868 | $180,466-95.6% | $154,114-94.9% | $135,382-94.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -3.58% | 888.15%-891.7pp | 735.16%-738.7pp | 519.77%-523.3pp |
| Employer contribution / active EE | $2,085 | $6,035-65.5% | $5,298-60.6% | $4,779-56.4% |
| Participant deferral / active EE | $606 | $5,806-89.6% | $5,081-88.1% | $5,609-89.2% |
| Admin fee / account holder | $1,217 | $16,144-92.5% | $13,411-90.9% | $10,829-88.8% |