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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 | $10,635 | $133,981-92.1% | $112,249-90.5% | $134,532-92.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | 0.00% | 47.16%-47.2pp | 27.48%-27.5pp | 418.27%-418.3pp |
| Employer contribution / active EE | $11,247 | $4,040+178.4% | $3,636+209.3% | $4,741+137.2% |
| Participant deferral / active EE | $224 | $5,292-95.8% | $4,729-95.3% | $6,401-96.5% |
| Admin fee / account holder | $808 | $7,492-89.2% | $6,412-87.4% | $11,429-92.9% |