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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 | $5,183 | $60,139-91.4% | $90,461-94.3% | $79,856-93.5% |
| Participation rate | 88.5% | 65.0%+23.5pp | 72.7%+15.8pp | 69.6%+18.8pp |
| Annual return | 19.84% | 71.96%-52.1pp | 1294.76%-1274.9pp | 31.71%-11.9pp |
| Employer contribution / active EE | $1,675 | $2,069-19.0% | $3,264-48.7% | $2,471-32.2% |
| Participant deferral / active EE | $0 | $2,939-100.0% | $3,964-100.0% | $3,741-100.0% |
| Admin fee / account holder | $784 | $3,978-80.3% | $5,617-86.0% | $5,306-85.2% |