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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 | $15,162 | $45,566-66.7% | $64,105-76.3% | $59,633-74.6% |
| Participation rate | 76.9% | 60.2%+16.8pp | 68.2%+8.8pp | 68.7%+8.3pp |
| Annual return | -2.64% | 4.95%-7.6pp | 791.24%-793.9pp | 2041.45%-2044.1pp |
| Employer contribution / active EE | $4,700 | $934+403.1% | $1,820+158.2% | $2,203+113.4% |
| Participant deferral / active EE | $0 | $2,057-100.0% | $2,822-100.0% | $3,192-100.0% |
| Admin fee / account holder | $514 | $3,268-84.3% | $4,499-88.6% | $4,297-88.0% |