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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 | $3,117 | $124,175-97.5% | $108,405-97.1% | $167,536-98.1% |
| Participation rate | 75.0% | 82.3%-7.3pp | 80.1%-5.1pp | 82.1%-7.1pp |
| Annual return | 0.00% | 1380.13%-1380.1pp | 905.55%-905.5pp | 478.82%-478.8pp |
| Employer contribution / active EE | $1,207 | $4,188-71.2% | $3,559-66.1% | $4,839-75.1% |
| Participant deferral / active EE | $2,215 | $6,908-67.9% | $6,563-66.2% | $6,342-65.1% |
| Admin fee / account holder | $477 | $9,457-95.0% | $7,297-93.5% | $12,315-96.1% |