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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 | $9,471 | $75,832-87.5% | $147,617-93.6% | $59,633-84.1% |
| Participation rate | 96.6% | 71.6%+25.0pp | 84.6%+11.9pp | 68.7%+27.9pp |
| Annual return | -0.45% | 0.37%-0.8pp | 61.98%-62.4pp | 2041.45%-2041.9pp |
| Employer contribution / active EE | $1,434 | $3,485-58.9% | $5,564-74.2% | $2,203-34.9% |
| Participant deferral / active EE | $101 | $3,131-96.8% | $4,895-97.9% | $3,192-96.9% |
| Admin fee / account holder | $3,713 | $5,986-38.0% | $11,612-68.0% | $4,297-13.6% |