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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 | $4,131 | $213,785-98.1% | $185,441-97.8% | $155,188-97.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 0.00% | 19.97%-20.0pp | 20.16%-20.2pp | 148.84%-148.8pp |
| Employer contribution / active EE | $2,403 | $5,393-55.5% | $4,672-48.6% | $4,248-43.4% |
| Participant deferral / active EE | $1,885 | $6,864-72.5% | $6,152-69.4% | $6,531-71.1% |
| Admin fee / account holder | $475 | $21,134-97.8% | $17,890-97.3% | $14,480-96.7% |