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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 | $24,077 | $135,645-82.3% | $110,243-78.2% | $135,380-82.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -8.49% | 513.24%-521.7pp | 314.76%-323.2pp | 519.81%-528.3pp |
| Employer contribution / active EE | $1,581 | $4,907-67.8% | $3,827-58.7% | $4,779-66.9% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $306 | $11,458-97.3% | $8,548-96.4% | $10,828-97.2% |