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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 | $8,823 | $99,079-91.1% | $78,002-88.7% | $273,972-96.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 5.59% | 217.93%-212.3pp | 425.99%-420.4pp | 41.46%-35.9pp |
| Employer contribution / active EE | $534 | $3,308-83.9% | $2,470-78.4% | $4,869-89.0% |
| Participant deferral / active EE | $0 | $4,306-100.0% | $3,497-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,509 | $8,954-83.2% | $5,481-72.5% | $10,133-85.1% |