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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 | $6,266 | $61,816-89.9% | $97,260-93.6% | $80,935-92.3% |
| Participation rate | 90.0% | 63.5%+26.5pp | 72.7%+17.3pp | 67.7%+22.3pp |
| Annual return | 389.02% | -558.73%+947.8pp | 75.54%+313.5pp | 35.66%+353.4pp |
| Employer contribution / active EE | $452 | $1,836-75.4% | $2,721-83.4% | $2,757-83.6% |
| Participant deferral / active EE | $793 | $3,027-73.8% | $4,262-81.4% | $4,299-81.6% |
| Admin fee / account holder | $529 | $5,166-89.8% | $5,640-90.6% | $6,924-92.4% |