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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 | $11,929 | $75,832-84.3% | $147,617-91.9% | $59,633-80.0% |
| Participation rate | 94.5% | 71.6%+23.0pp | 84.6%+9.9pp | 68.7%+25.9pp |
| Annual return | -1.44% | 0.37%-1.8pp | 61.98%-63.4pp | 2041.45%-2042.9pp |
| Employer contribution / active EE | $1,708 | $3,485-51.0% | $5,564-69.3% | $2,203-22.4% |
| Participant deferral / active EE | $578 | $3,131-81.5% | $4,895-88.2% | $3,192-81.9% |
| Admin fee / account holder | $1,308 | $5,986-78.1% | $11,612-88.7% | $4,297-69.5% |