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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 | $13,706 | $157,296-91.3% | $141,191-90.3% | $152,897-91.0% |
| Participation rate | 84.2% | 84.8%-0.6pp | 82.5%+1.7pp | 82.5%+1.8pp |
| Annual return | 0.00% | 64.34%-64.3pp | 71.41%-71.4pp | 345.43%-345.4pp |
| Employer contribution / active EE | $1,288 | $5,262-75.5% | $4,736-72.8% | $4,764-73.0% |
| Participant deferral / active EE | $1,966 | $7,111-72.4% | $6,710-70.7% | $5,851-66.4% |
| Admin fee / account holder | $364 | $12,125-97.0% | $10,264-96.5% | $11,599-96.9% |