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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 | $7,955 | $95,979-91.7% | $74,551-89.3% | $135,380-94.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -4.57% | 56.97%-61.5pp | 32.53%-37.1pp | 519.81%-524.4pp |
| Employer contribution / active EE | $3,468 | $2,716+27.7% | $1,961+76.9% | $4,779-27.4% |
| Participant deferral / active EE | $550 | $3,844-85.7% | $3,108-82.3% | $5,609-90.2% |
| Admin fee / account holder | $2,122 | $6,522-67.5% | $5,059-58.1% | $10,828-80.4% |