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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 | $9,178 | $102,393-91.0% | $147,041-93.8% | $80,911-88.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 14.04% | 134.95%-120.9pp | 419.21%-405.2pp | 35.63%-21.6pp |
| Employer contribution / active EE | $2,414 | $3,715-35.0% | $4,935-51.1% | $2,756-12.4% |
| Participant deferral / active EE | $2,416 | $6,647-63.6% | $8,071-70.1% | $4,297-43.8% |
| Admin fee / account holder | $434 | $7,943-94.5% | $13,006-96.7% | $6,935-93.7% |