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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 | $15,116 | $82,630-81.7% | $64,105-76.4% | $125,389-87.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -3.42% | 1489.72%-1493.1pp | 791.24%-794.7pp | 282.24%-285.7pp |
| Employer contribution / active EE | $2,043 | $2,671-23.5% | $1,820+12.3% | $4,866-58.0% |
| Participant deferral / active EE | $585 | $3,608-83.8% | $2,822-79.3% | $5,352-89.1% |
| Admin fee / account holder | $583 | $6,382-90.9% | $4,499-87.0% | $9,541-93.9% |