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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 | $2,891 | $138,102-97.9% | $125,381-97.7% | $134,532-97.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.43% | 750.73%-764.2pp | 572.31%-585.7pp | 418.27%-431.7pp |
| Employer contribution / active EE | $1,078 | $5,245-79.4% | $4,815-77.6% | $4,741-77.3% |
| Participant deferral / active EE | $1,703 | $7,801-78.2% | $7,448-77.1% | $6,401-73.4% |
| Admin fee / account holder | $3,300 | $11,568-71.5% | $10,007-67.0% | $11,429-71.1% |