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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 | $1,391 | $157,296-99.1% | $141,191-99.0% | $152,897-99.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 0.00% | 64.34%-64.3pp | 71.41%-71.4pp | 345.43%-345.4pp |
| Employer contribution / active EE | $1,130 | $5,262-78.5% | $4,736-76.1% | $4,764-76.3% |
| Participant deferral / active EE | $2,245 | $7,111-68.4% | $6,710-66.5% | $5,851-61.6% |
| Admin fee / account holder | $17,656 | $12,125+45.6% | $10,264+72.0% | $11,599+52.2% |