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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 | $4,756 | $51,202-90.7% | $70,548-93.3% | $75,181-93.7% |
| Participation rate | 97.6% | 61.0%+36.6pp | 68.3%+29.2pp | 67.2%+30.4pp |
| Annual return | 0.00% | 30.05%-30.1pp | 32.78%-32.8pp | 160.69%-160.7pp |
| Employer contribution / active EE | $22,553 | $1,827+1134.7% | $2,975+658.1% | $2,671+744.5% |
| Participant deferral / active EE | $0 | $2,850-100.0% | $4,567-100.0% | $4,126-100.0% |
| Admin fee / account holder | $13,074 | $4,094+219.4% | $6,424+103.5% | $5,650+131.4% |