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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 | $5,897 | $166,020-96.4% | $164,866-96.4% | $145,959-96.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 9.01% | 100.08%-91.1pp | 69.97%-61.0pp | 561.95%-552.9pp |
| Employer contribution / active EE | $1,359 | $5,275-74.2% | $4,343-68.7% | $4,661-70.8% |
| Participant deferral / active EE | $0 | $6,961-100.0% | $6,033-100.0% | $6,689-100.0% |
| Admin fee / account holder | $714 | $16,644-95.7% | $12,689-94.4% | $13,398-94.7% |