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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 | $1,238 | $84,551-98.5% | $61,452-98.0% | $134,532-99.1% |
| Participation rate | 88.9% | 62.2%+26.7pp | 52.6%+36.3pp | 81.2%+7.7pp |
| Annual return | -9.01% | 585.39%-594.4pp | 338.96%-348.0pp | 418.27%-427.3pp |
| Employer contribution / active EE | $0 | $1,545-100.0% | $1,160-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $148 | $2,818-94.8% | $2,125-93.1% | $6,401-97.7% |
| Admin fee / account holder | $4,471 | $2,587+72.8% | $2,131+109.8% | $11,429-60.9% |