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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 | $4,084 | $138,102-97.0% | $125,381-96.7% | $134,532-97.0% |
| Participation rate | 93.3% | 84.5%+8.8pp | 82.4%+11.0pp | 81.2%+12.1pp |
| Annual return | -1.44% | 750.73%-752.2pp | 572.31%-573.7pp | 418.27%-419.7pp |
| Employer contribution / active EE | $1,767 | $5,245-66.3% | $4,815-63.3% | $4,741-62.7% |
| Participant deferral / active EE | $2,019 | $7,801-74.1% | $7,448-72.9% | $6,401-68.5% |
| Admin fee / account holder | $311 | $11,568-97.3% | $10,007-96.9% | $11,429-97.3% |