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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 | $7,278 | $49,177-85.2% | $79,467-90.8% | $64,173-88.7% |
| Participation rate | 97.4% | 65.0%+32.4pp | 73.3%+24.1pp | 69.6%+27.9pp |
| Annual return | -4.01% | -1.16%-2.9pp | 718.30%-722.3pp | 7.63%-11.6pp |
| Employer contribution / active EE | $1,028 | $2,076-50.5% | $2,800-63.3% | $2,381-56.8% |
| Participant deferral / active EE | $500 | $2,821-82.3% | $3,704-86.5% | $3,470-85.6% |
| Admin fee / account holder | $1,198 | $3,839-68.8% | $5,104-76.5% | $4,887-75.5% |