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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 | $17,760 | $56,199-68.4% | $67,652-73.7% | $59,632-70.2% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | -1.37% | 18505.31%-18506.7pp | 6625.04%-6626.4pp | 2041.32%-2042.7pp |
| Employer contribution / active EE | $1,341 | $1,614-17.0% | $2,266-40.8% | $2,203-39.1% |
| Participant deferral / active EE | $1,106 | $2,844-61.1% | $3,560-68.9% | $3,192-65.4% |
| Admin fee / account holder | $1,973 | $3,958-50.2% | $4,821-59.1% | $4,297-54.1% |