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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 | $32,757 | $183,988-82.2% | $162,177-79.8% | $152,897-78.6% |
| Participation rate | 71.4% | 88.5%-17.1pp | 87.6%-16.1pp | 82.5%-11.0pp |
| Annual return | 0.00% | 150.79%-150.8pp | 115.60%-115.6pp | 345.43%-345.4pp |
| Employer contribution / active EE | $3,777 | $6,370-40.7% | $5,613-32.7% | $4,764-20.7% |
| Participant deferral / active EE | $1,720 | $8,032-78.6% | $7,297-76.4% | $5,851-70.6% |
| Admin fee / account holder | $441 | $13,123-96.6% | $10,843-95.9% | $11,599-96.2% |