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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 | $4,414 | $138,102-96.8% | $125,381-96.5% | $134,532-96.7% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -15.34% | 750.73%-766.1pp | 572.31%-587.6pp | 418.27%-433.6pp |
| Employer contribution / active EE | $1,645 | $5,245-68.6% | $4,815-65.8% | $4,741-65.3% |
| Participant deferral / active EE | $1,078 | $7,801-86.2% | $7,448-85.5% | $6,401-83.2% |
| Admin fee / account holder | $4,515 | $11,568-61.0% | $10,007-54.9% | $11,429-60.5% |