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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 | $12,945 | $44,850-71.1% | $60,547-78.6% | $59,633-78.3% |
| Participation rate | 75.8% | 59.5%+16.3pp | 68.0%+7.8pp | 68.7%+7.1pp |
| Annual return | -0.47% | 1074.14%-1074.6pp | 335.64%-336.1pp | 2041.45%-2041.9pp |
| Employer contribution / active EE | $856 | $1,462-41.5% | $2,419-64.6% | $2,203-61.1% |
| Participant deferral / active EE | $509 | $2,230-77.2% | $3,328-84.7% | $3,192-84.1% |
| Admin fee / account holder | $1,536 | $3,635-57.8% | $4,536-66.1% | $4,297-64.3% |