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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 | $3,632 | $75,832-95.2% | $147,617-97.5% | $59,633-93.9% |
| Participation rate | 98.4% | 71.6%+26.9pp | 84.6%+13.8pp | 68.7%+29.8pp |
| Annual return | -2.49% | 0.37%-2.9pp | 61.98%-64.5pp | 2041.45%-2043.9pp |
| Employer contribution / active EE | $853 | $3,485-75.5% | $5,564-84.7% | $2,203-61.3% |
| Participant deferral / active EE | $364 | $3,131-88.4% | $4,895-92.6% | $3,192-88.6% |
| Admin fee / account holder | $339 | $5,986-94.3% | $11,612-97.1% | $4,297-92.1% |