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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 | $3,276 | $103,000-96.8% | $90,300-96.4% | $152,885-97.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 12.71% | 95.19%-82.5pp | 78.11%-65.4pp | 345.39%-332.7pp |
| Employer contribution / active EE | $1,501 | $3,138-52.2% | $2,854-47.4% | $4,763-68.5% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,884-100.0% | $5,851-100.0% |
| Admin fee / account holder | $95,518 | $6,173+1447.2% | $5,353+1684.4% | $11,598+723.6% |