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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 | $10,413 | $89,367-88.3% | $141,191-92.6% | $72,975-85.7% |
| Participation rate | 80.8% | 75.1%+5.6pp | 82.5%-1.7pp | 69.5%+11.3pp |
| Annual return | 0.00% | 111.87%-111.9pp | 71.41%-71.4pp | 81.01%-81.0pp |
| Employer contribution / active EE | $9,297 | $3,115+198.5% | $4,736+96.3% | $2,440+281.0% |
| Participant deferral / active EE | $267 | $5,419-95.1% | $6,710-96.0% | $3,608-92.6% |
| Admin fee / account holder | $475 | $5,957-92.0% | $10,264-95.4% | $5,124-90.7% |