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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 | $8,896 | $102,429-91.3% | $147,096-94.0% | $80,925-89.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 12.70% | 135.02%-122.3pp | 419.75%-407.1pp | 35.65%-23.0pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,592 | $6,649-76.1% | $8,071-80.3% | $4,299-63.0% |
| Admin fee / account holder | $893 | $7,957-88.8% | $13,005-93.1% | $6,940-87.1% |