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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 | $2,838 | $61,390-95.4% | $112,228-97.5% | $75,177-96.2% |
| Participation rate | 100.0% | 61.6%+38.4pp | 72.4%+27.6pp | 67.2%+32.8pp |
| Annual return | 0.00% | 28.47%-28.5pp | 30.23%-30.2pp | 160.75%-160.8pp |
| Employer contribution / active EE | $9,019 | $2,015+347.7% | $3,432+162.8% | $2,671+237.7% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,800-100.0% | $4,126-100.0% |
| Admin fee / account holder | $330 | $4,862-93.2% | $7,752-95.7% | $5,651-94.2% |