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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 | $11,230 | $129,217-91.3% | $93,406-88.0% | $158,950-92.9% |
| Participation rate | 100.0% | 71.0%+29.0pp | 66.8%+33.2pp | 82.0%+18.0pp |
| Annual return | 18.84% | 118.21%-99.4pp | 78.05%-59.2pp | 302.91%-284.1pp |
| Employer contribution / active EE | $25 | $2,711-99.1% | $2,075-98.8% | $4,762-99.5% |
| Participant deferral / active EE | $250 | $3,909-93.6% | $3,126-92.0% | $5,983-95.8% |
| Admin fee / account holder | $531 | $7,383-92.8% | $5,230-89.8% | $11,248-95.3% |