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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 | $3,443 | $96,691-96.4% | $86,656-96.0% | $139,487-97.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 56.45% | 106.87%-50.4pp | 593.09%-536.6pp | 373.84%-317.4pp |
| Employer contribution / active EE | $2,042 | $3,267-37.5% | $3,025-32.5% | $4,755-57.1% |
| Participant deferral / active EE | $0 | $4,838-100.0% | $4,439-100.0% | $6,713-100.0% |
| Admin fee / account holder | $388 | $6,414-94.0% | $5,619-93.1% | $11,407-96.6% |