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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 | $4,669 | $95,975-95.1% | $74,549-93.7% | $135,379-96.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -8.90% | 56.96%-65.9pp | 32.53%-41.4pp | 519.79%-528.7pp |
| Employer contribution / active EE | $1,330 | $2,716-51.0% | $1,961-32.2% | $4,779-72.2% |
| Participant deferral / active EE | $343 | $3,844-91.1% | $3,108-89.0% | $5,609-93.9% |
| Admin fee / account holder | $545 | $6,522-91.6% | $5,059-89.2% | $10,828-95.0% |