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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 | $6,310 | $168,636-96.3% | $147,618-95.7% | $125,388-95.0% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 0.00% | 77.65%-77.6pp | 61.98%-62.0pp | 282.24%-282.2pp |
| Employer contribution / active EE | $1,807 | $6,252-71.1% | $5,565-67.5% | $4,866-62.9% |
| Participant deferral / active EE | $1,038 | $5,507-81.2% | $4,895-78.8% | $5,352-80.6% |
| Admin fee / account holder | $728 | $13,580-94.6% | $11,612-93.7% | $9,541-92.4% |