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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 | $6,966 | $73,978-90.6% | $96,515-92.8% | $75,173-90.7% |
| Participation rate | 90.0% | 66.4%+23.6pp | 74.3%+15.7pp | 67.2%+22.8pp |
| Annual return | 0.00% | 26.72%-26.7pp | 35.73%-35.7pp | 160.72%-160.7pp |
| Employer contribution / active EE | $8,680 | $2,931+196.2% | $3,740+132.1% | $2,671+225.0% |
| Participant deferral / active EE | $41 | $3,660-98.9% | $4,880-99.2% | $4,126-99.0% |
| Admin fee / account holder | $593 | $5,219-88.6% | $6,735-91.2% | $5,651-89.5% |