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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 | $12,089 | $75,962-84.1% | $154,111-92.2% | $64,173-81.2% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -7.64% | 30.32%-38.0pp | 735.18%-742.8pp | 7.63%-15.3pp |
| Employer contribution / active EE | $1,502 | $3,350-55.2% | $5,298-71.6% | $2,381-36.9% |
| Participant deferral / active EE | $601 | $3,175-81.1% | $5,081-88.2% | $3,470-82.7% |
| Admin fee / account holder | $950 | $5,589-83.0% | $13,411-92.9% | $4,887-80.6% |