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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 | $3,581 | $67,372-94.7% | $60,906-94.1% | $134,532-97.3% |
| Participation rate | 83.3% | 76.2%+7.2pp | 73.1%+10.2pp | 81.2%+2.1pp |
| Annual return | -19.93% | 50.05%-70.0pp | 16.94%-36.9pp | 418.27%-438.2pp |
| Employer contribution / active EE | $592 | $3,099-80.9% | $2,703-78.1% | $4,741-87.5% |
| Participant deferral / active EE | $705 | $4,532-84.4% | $3,814-81.5% | $6,401-89.0% |
| Admin fee / account holder | $521 | $4,588-88.6% | $3,227-83.8% | $11,429-95.4% |