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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 | $7,417 | $75,962-90.2% | $154,111-95.2% | $64,173-88.4% |
| Participation rate | 97.1% | 70.4%+26.6pp | 83.0%+14.0pp | 69.6%+27.5pp |
| Annual return | -0.47% | 30.32%-30.8pp | 735.18%-735.7pp | 7.63%-8.1pp |
| Employer contribution / active EE | $604 | $3,350-82.0% | $5,298-88.6% | $2,381-74.6% |
| Participant deferral / active EE | $592 | $3,175-81.4% | $5,081-88.3% | $3,470-82.9% |
| Admin fee / account holder | $1,911 | $5,589-65.8% | $13,411-85.8% | $4,887-60.9% |