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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 | $4,641 | $114,119-95.9% | $107,187-95.7% | $138,895-96.7% |
| Participation rate | 95.5% | 78.1%+17.4pp | 75.0%+20.4pp | 79.9%+15.5pp |
| Annual return | 0.00% | 273.21%-273.2pp | 204.55%-204.5pp | 145.39%-145.4pp |
| Employer contribution / active EE | $4,440 | $4,059+9.4% | $3,782+17.4% | $4,194+5.9% |
| Participant deferral / active EE | $0 | $5,538-100.0% | $5,096-100.0% | $6,396-100.0% |
| Admin fee / account holder | $317 | $10,024-96.8% | $9,162-96.5% | $12,562-97.5% |