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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 | $10,167 | $39,798-74.5% | $67,704-85.0% | $59,633-83.0% |
| Participation rate | 100.0% | 57.4%+42.6pp | 67.5%+32.5pp | 68.7%+31.3pp |
| Annual return | -2.58% | 89.94%-92.5pp | 25.41%-28.0pp | 2041.45%-2044.0pp |
| Employer contribution / active EE | $4,456 | $1,393+219.9% | $2,559+74.1% | $2,203+102.3% |
| Participant deferral / active EE | $373 | $2,335-84.0% | $3,585-89.6% | $3,192-88.3% |
| Admin fee / account holder | $2,330 | $3,212-27.5% | $4,255-45.2% | $4,297-45.8% |