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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 | $10,753 | $39,798-73.0% | $67,704-84.1% | $59,633-82.0% |
| Participation rate | 100.0% | 57.4%+42.6pp | 67.5%+32.5pp | 68.7%+31.3pp |
| Annual return | 1.01% | 89.94%-88.9pp | 25.41%-24.4pp | 2041.45%-2040.4pp |
| Employer contribution / active EE | $0 | $1,393-100.0% | $2,559-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $681 | $2,335-70.8% | $3,585-81.0% | $3,192-78.6% |
| Admin fee / account holder | $25,463 | $3,212+692.8% | $4,255+498.4% | $4,297+492.6% |