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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 | $166,131-96.5% | $164,975-96.4% | $145,877-96.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 9.01% | 100.37%-91.4pp | 70.12%-61.1pp | 551.28%-542.3pp |
| Employer contribution / active EE | $1,359 | $5,276-74.2% | $4,343-68.7% | $4,663-70.9% |
| Participant deferral / active EE | $0 | $6,962-100.0% | $6,033-100.0% | $6,691-100.0% |
| Admin fee / account holder | $714 | $16,648-95.7% | $12,688-94.4% | $13,402-94.7% |