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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 | $166,131-95.9% | $164,975-95.9% | $145,877-95.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 0.00% | 100.37%-100.4pp | 70.12%-70.1pp | 551.28%-551.3pp |
| Employer contribution / active EE | $7,000 | $5,276+32.7% | $4,343+61.2% | $4,663+50.1% |
| Participant deferral / active EE | $385 | $6,962-94.5% | $6,033-93.6% | $6,691-94.2% |
| Admin fee / account holder | $758 | $16,648-95.4% | $12,688-94.0% | $13,402-94.3% |