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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 | $18,269 | $103,385-82.3% | $87,104-79.0% | $152,870-88.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 0.00% | 28.10%-28.1pp | 28.19%-28.2pp | 345.34%-345.3pp |
| Employer contribution / active EE | $28,159 | $3,220+774.4% | $2,521+1016.8% | $4,763+491.2% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,049-100.0% | $5,850-100.0% |
| Admin fee / account holder | $9,890 | $12,192-18.9% | $7,490+32.0% | $11,597-14.7% |