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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 | $11,441 | $102,382-88.8% | $147,005-92.2% | $80,874-85.9% |
| Participation rate | 82.1% | 75.8%+6.3pp | 82.2%0pp | 67.6%+14.5pp |
| Annual return | 32.29% | 134.89%-102.6pp | 418.76%-386.5pp | 35.62%-3.3pp |
| Employer contribution / active EE | $1,832 | $3,715-50.7% | $4,934-62.9% | $2,756-33.5% |
| Participant deferral / active EE | $0 | $6,646-100.0% | $8,070-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1,124 | $7,942-85.8% | $13,006-91.4% | $6,935-83.8% |