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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 | $6,942 | $52,967-86.9% | $172,753-96.0% | $65,186-89.4% |
| Participation rate | 79.8% | 66.2%+13.6pp | 82.6%-2.8pp | 70.2%+9.6pp |
| Annual return | 0.00% | 30.12%-30.1pp | 803.00%-803.0pp | 29.39%-29.4pp |
| Employer contribution / active EE | $339 | $2,190-84.5% | $5,144-93.4% | $2,177-84.4% |
| Participant deferral / active EE | $267 | $2,471-89.2% | $5,198-94.9% | $3,514-92.4% |
| Admin fee / account holder | $1,112 | $472+135.5% | $13,956-92.0% | $847+31.2% |