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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 | $6,571 | $91,536-92.8% | $130,062-94.9% | $75,177-91.3% |
| Participation rate | 83.8% | 71.5%+12.3pp | 78.5%+5.3pp | 67.2%+16.6pp |
| Annual return | 43.70% | -631.62%+675.3pp | -137.37%+181.1pp | 160.75%-117.1pp |
| Employer contribution / active EE | $2,333 | $2,845-18.0% | $4,322-46.0% | $2,671-12.7% |
| Participant deferral / active EE | $0 | $4,343-100.0% | $5,821-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,714 | $6,780-74.7% | $10,601-83.8% | $5,651-69.7% |