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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 | $3,353 | $138,102-97.6% | $125,381-97.3% | $134,532-97.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -6.79% | 750.73%-757.5pp | 572.31%-579.1pp | 418.27%-425.1pp |
| Employer contribution / active EE | $1,005 | $5,245-80.8% | $4,815-79.1% | $4,741-78.8% |
| Participant deferral / active EE | $1,438 | $7,801-81.6% | $7,448-80.7% | $6,401-77.5% |
| Admin fee / account holder | $9,330 | $11,568-19.3% | $10,007-6.8% | $11,429-18.4% |