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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 | $19,885 | $154,159-87.1% | $130,026-84.7% | $139,456-85.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 12.08% | 32.50%-20.4pp | -137.26%+149.3pp | 373.45%-361.4pp |
| Employer contribution / active EE | $4,299 | $5,292-18.8% | $4,321-0.5% | $4,753-9.6% |
| Participant deferral / active EE | $0 | $6,710-100.0% | $5,821-100.0% | $6,711-100.0% |
| Admin fee / account holder | $353 | $14,001-97.5% | $10,608-96.7% | $11,407-96.9% |