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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 | $10,675 | $43,730-75.6% | $121,220-91.2% | $64,173-83.4% |
| Participation rate | 100.0% | 58.3%+41.7pp | 71.8%+28.2pp | 69.6%+30.4pp |
| Annual return | -2.83% | 68.94%-71.8pp | 16.94%-19.8pp | 7.63%-10.5pp |
| Employer contribution / active EE | $763 | $1,297-41.2% | $4,023-81.0% | $2,381-68.0% |
| Participant deferral / active EE | $572 | $2,281-74.9% | $3,345-82.9% | $3,470-83.5% |
| Admin fee / account holder | $6,847 | $3,502+95.5% | $5,021+36.4% | $4,887+40.1% |