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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 | $365 | $29,736-98.8% | $56,033-99.3% | $80,935-99.5% |
| Participation rate | 79.1% | 41.7%+37.4pp | 52.5%+26.6pp | 67.7%+11.4pp |
| Annual return | 11.69% | 35.28%-23.6pp | 1711.38%-1699.7pp | 35.66%-24.0pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,041-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $221 | $1,228-82.0% | $1,954-88.7% | $4,299-94.9% |
| Admin fee / account holder | $432 | $2,434-82.2% | $2,827-84.7% | $6,924-93.8% |