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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 | $6,845 | $49,177-86.1% | $79,467-91.4% | $64,173-89.3% |
| Participation rate | 96.6% | 65.0%+31.6pp | 73.3%+23.3pp | 69.6%+27.0pp |
| Annual return | -2.82% | -1.16%-1.7pp | 718.30%-721.1pp | 7.63%-10.5pp |
| Employer contribution / active EE | $240 | $2,076-88.4% | $2,800-91.4% | $2,381-89.9% |
| Participant deferral / active EE | $312 | $2,821-89.0% | $3,704-91.6% | $3,470-91.0% |
| Admin fee / account holder | $3,400 | $3,839-11.4% | $5,104-33.4% | $4,887-30.4% |