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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 | $345 | $52,353-99.3% | $120,225-99.7% | $82,448-99.6% |
| Participation rate | 76.5% | 58.3%+18.2pp | 69.6%+6.9pp | 68.1%+8.4pp |
| Annual return | 13.93% | 61.85%-47.9pp | 439.23%-425.3pp | 41.64%-27.7pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $102 | $2,627-96.1% | $3,999-97.4% | $4,139-97.5% |
| Admin fee / account holder | $392 | $4,363-91.0% | $5,696-93.1% | $7,234-94.6% |