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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 | $4,237 | $90,617-95.3% | $79,476-94.7% | $135,382-96.9% |
| Participation rate | 100.0% | 76.1%+23.9pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -8.24% | 977.57%-985.8pp | 718.21%-726.5pp | 519.77%-528.0pp |
| Employer contribution / active EE | $2,500 | $3,068-18.5% | $2,800-10.7% | $4,779-47.7% |
| Participant deferral / active EE | $356 | $4,050-91.2% | $3,704-90.4% | $5,609-93.7% |
| Admin fee / account holder | $321 | $5,907-94.6% | $5,113-93.7% | $10,829-97.0% |