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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 | $17,092 | $56,197-69.6% | $67,652-74.7% | $59,633-71.3% |
| Participation rate | 88.8% | 71.5%+17.3pp | 75.7%+13.1pp | 68.7%+20.1pp |
| Annual return | -1.22% | 18508.10%-18509.3pp | 6625.40%-6626.6pp | 2041.45%-2042.7pp |
| Employer contribution / active EE | $535 | $1,615-66.9% | $2,266-76.4% | $2,203-75.7% |
| Participant deferral / active EE | $862 | $2,844-69.7% | $3,560-75.8% | $3,192-73.0% |
| Admin fee / account holder | $2,954 | $3,958-25.4% | $4,821-38.7% | $4,297-31.3% |