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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 | $6,830 | $166,089-95.9% | $164,928-95.9% | $145,978-95.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 0.00% | 100.26%-100.3pp | 70.08%-70.1pp | 550.52%-550.5pp |
| Employer contribution / active EE | $7,000 | $5,276+32.7% | $4,343+61.2% | $4,662+50.2% |
| Participant deferral / active EE | $385 | $6,961-94.5% | $6,034-93.6% | $6,690-94.2% |
| Admin fee / account holder | $758 | $16,641-95.4% | $12,684-94.0% | $13,400-94.3% |