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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 | $9,225 | $75,959-87.9% | $154,114-94.0% | $64,181-85.6% |
| Participation rate | 91.7% | 70.4%+21.3pp | 83.0%+8.6pp | 69.6%+22.1pp |
| Annual return | -7.75% | 30.32%-38.1pp | 735.16%-742.9pp | 7.63%-15.4pp |
| Employer contribution / active EE | $1,235 | $3,350-63.1% | $5,298-76.7% | $2,381-48.1% |
| Participant deferral / active EE | $0 | $3,175-100.0% | $5,081-100.0% | $3,470-100.0% |
| Admin fee / account holder | $673 | $5,589-88.0% | $13,411-95.0% | $4,887-86.2% |