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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 | $4,630 | $138,102-96.6% | $125,381-96.3% | $134,532-96.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.88% | 750.73%-770.6pp | 572.31%-592.2pp | 418.27%-438.2pp |
| Employer contribution / active EE | $1,350 | $5,245-74.3% | $4,815-72.0% | $4,741-71.5% |
| Participant deferral / active EE | $1,694 | $7,801-78.3% | $7,448-77.3% | $6,401-73.5% |
| Admin fee / account holder | $510 | $11,568-95.6% | $10,007-94.9% | $11,429-95.5% |