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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 | $4,100 | $93,117-95.6% | $77,096-94.7% | $134,532-97.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -17.92% | 62.67%-80.6pp | 42.35%-60.3pp | 418.27%-436.2pp |
| Employer contribution / active EE | $1,351 | $3,420-60.5% | $2,814-52.0% | $4,741-71.5% |
| Participant deferral / active EE | $477 | $5,241-90.9% | $4,429-89.2% | $6,401-92.5% |
| Admin fee / account holder | $1,020 | $6,948-85.3% | $5,428-81.2% | $11,429-91.1% |