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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 | $20,545 | $180,462-88.6% | $154,111-86.7% | $135,379-84.8% |
| Participation rate | 92.9% | 87.4%+5.4pp | 83.0%+9.8pp | 82.6%+10.2pp |
| Annual return | 0.00% | 888.17%-888.2pp | 735.18%-735.2pp | 519.79%-519.8pp |
| Employer contribution / active EE | $1,477 | $6,036-75.5% | $5,298-72.1% | $4,779-69.1% |
| Participant deferral / active EE | $1,424 | $5,806-75.5% | $5,081-72.0% | $5,609-74.6% |
| Admin fee / account holder | $2,748 | $16,145-83.0% | $13,411-79.5% | $10,828-74.6% |