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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 | $4,570 | $75,832-94.0% | $147,617-96.9% | $59,633-92.3% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -1.53% | 0.37%-1.9pp | 61.98%-63.5pp | 2041.45%-2043.0pp |
| Employer contribution / active EE | $496 | $3,485-85.8% | $5,564-91.1% | $2,203-77.5% |
| Participant deferral / active EE | $820 | $3,131-73.8% | $4,895-83.2% | $3,192-74.3% |
| Admin fee / account holder | $348 | $5,986-94.2% | $11,612-97.0% | $4,297-91.9% |