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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 | $20,122 | $91,536-78.0% | $130,062-84.5% | $75,177-73.2% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 14.98% | -631.62%+646.6pp | -137.37%+152.4pp | 160.75%-145.8pp |
| Employer contribution / active EE | $3,424 | $2,845+20.4% | $4,322-20.8% | $2,671+28.2% |
| Participant deferral / active EE | $0 | $4,343-100.0% | $5,821-100.0% | $4,126-100.0% |
| Admin fee / account holder | $394 | $6,780-94.2% | $10,601-96.3% | $5,651-93.0% |