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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 | $8,000 | $39,798-79.9% | $67,704-88.2% | $59,633-86.6% |
| Participation rate | 100.0% | 57.4%+42.6pp | 67.5%+32.5pp | 68.7%+31.3pp |
| Annual return | -0.92% | 89.94%-90.9pp | 25.41%-26.3pp | 2041.45%-2042.4pp |
| Employer contribution / active EE | $2,411 | $1,393+73.1% | $2,559-5.8% | $2,203+9.5% |
| Participant deferral / active EE | $0 | $2,335-100.0% | $3,585-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,515 | $3,212-52.8% | $4,255-64.4% | $4,297-64.7% |