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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 | $13,738 | $80,985-83.0% | $96,576-85.8% | $75,181-81.7% |
| Participation rate | 97.9% | 71.8%+26.1pp | 76.0%+21.9pp | 67.2%+30.7pp |
| Annual return | 0.00% | 27.05%-27.0pp | 25.87%-25.9pp | 160.69%-160.7pp |
| Employer contribution / active EE | $13,586 | $2,282+495.2% | $2,965+358.2% | $2,671+408.7% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,157 | $6,719-82.8% | $8,253-86.0% | $5,650-79.5% |