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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 | $83,717 | $1,092,281-92.3% | $1,069,083-92.2% | $461,066-81.8% |
| Participation rate | 100.0% | 93.8%+6.2pp | 94.0%+6.0pp | 87.7%+12.3pp |
| Annual return | 16.86% | -6.70%+23.6pp | -6.55%+23.4pp | 484.84%-468.0pp |
| Employer contribution / active EE | $0 | $11,901-100.0% | $12,724-100.0% | $9,163-100.0% |
| Participant deferral / active EE | $33,471 | $5,401+519.7% | $5,322+528.9% | $6,032+454.9% |
| Admin fee / account holder | $17,469 | $108,375-83.9% | $104,587-83.3% | $28,147-37.9% |