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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 | $3,331 | $115,810-97.1% | $101,271-96.7% | $158,966-97.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 11.81% | 56.15%-44.3pp | 46.48%-34.7pp | 302.95%-291.1pp |
| Employer contribution / active EE | $1,752 | $4,175-58.0% | $3,660-52.1% | $4,762-63.2% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,574 | $7,248-78.3% | $5,948-73.5% | $11,250-86.0% |