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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 | $7,713 | $44,850-82.8% | $60,547-87.3% | $59,633-87.1% |
| Participation rate | 85.4% | 59.5%+25.9pp | 68.0%+17.5pp | 68.7%+16.7pp |
| Annual return | -0.43% | 1074.14%-1074.6pp | 335.64%-336.1pp | 2041.45%-2041.9pp |
| Employer contribution / active EE | $445 | $1,462-69.6% | $2,419-81.6% | $2,203-79.8% |
| Participant deferral / active EE | $664 | $2,230-70.2% | $3,328-80.0% | $3,192-79.2% |
| Admin fee / account holder | $863 | $3,635-76.3% | $4,536-81.0% | $4,297-79.9% |