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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 | $10,524 | $75,962-86.1% | $154,108-93.2% | $64,173-83.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -5.87% | 30.32%-36.2pp | 735.21%-741.1pp | 7.63%-13.5pp |
| Employer contribution / active EE | $736 | $3,350-78.0% | $5,298-86.1% | $2,381-69.1% |
| Participant deferral / active EE | $121 | $3,175-96.2% | $5,081-97.6% | $3,470-96.5% |
| Admin fee / account holder | $736 | $5,589-86.8% | $13,411-94.5% | $4,887-84.9% |