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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 | $5,338 | $52,884-89.9% | $84,753-93.7% | $55,167-90.3% |
| Participation rate | 99.3% | 67.5%+31.7pp | 76.6%+22.7pp | 69.0%+30.3pp |
| Annual return | 0.00% | 18.03%-18.0pp | 22.78%-22.8pp | 169.23%-169.2pp |
| Employer contribution / active EE | $8,955 | $2,233+300.9% | $3,574+150.5% | $1,963+356.3% |
| Participant deferral / active EE | $0 | $2,644-100.0% | $3,712-100.0% | $3,054-100.0% |
| Admin fee / account holder | $833 | $581+43.5% | $5,333-84.4% | $504+65.3% |