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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 | $3,030 | $45,152-93.3% | $73,836-95.9% | $59,633-94.9% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | -0.10% | 27.40%-27.5pp | 2268.06%-2268.2pp | 2041.45%-2041.6pp |
| Employer contribution / active EE | $1,806 | $1,901-5.0% | $2,787-35.2% | $2,203-18.0% |
| Participant deferral / active EE | $0 | $2,573-100.0% | $3,583-100.0% | $3,192-100.0% |
| Admin fee / account holder | $2,783 | $3,515-20.8% | $4,882-43.0% | $4,297-35.2% |