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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 | $6,813 | $75,832-91.0% | $147,617-95.4% | $59,633-88.6% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -1.00% | 0.37%-1.4pp | 61.98%-63.0pp | 2041.45%-2042.4pp |
| Employer contribution / active EE | $1,329 | $3,485-61.9% | $5,564-76.1% | $2,203-39.7% |
| Participant deferral / active EE | $0 | $3,131-100.0% | $4,895-100.0% | $3,192-100.0% |
| Admin fee / account holder | $418 | $5,986-93.0% | $11,612-96.4% | $4,297-90.3% |