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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 | $12,383 | $180,459-93.1% | $154,108-92.0% | $135,380-90.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.56% | 888.21%-895.8pp | 735.21%-742.8pp | 519.81%-527.4pp |
| Employer contribution / active EE | $1,805 | $6,035-70.1% | $5,298-65.9% | $4,779-62.2% |
| Participant deferral / active EE | $1,111 | $5,806-80.9% | $5,081-78.1% | $5,609-80.2% |
| Admin fee / account holder | $443 | $16,145-97.3% | $13,411-96.7% | $10,828-95.9% |