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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 | $1,678,608-95.0% | $1,649,201-94.9% | $483,350-82.7% |
| Participation rate | 100.0% | 94.7%+5.3pp | 94.8%+5.2pp | 89.0%+11.0pp |
| Annual return | 16.86% | -6.95%+23.8pp | -6.87%+23.7pp | 533.38%-516.5pp |
| Employer contribution / active EE | $0 | $14,775-100.0% | $16,292-100.0% | $9,034-100.0% |
| Participant deferral / active EE | $33,471 | $4,983+571.7% | $4,734+607.0% | $6,196+440.2% |
| Admin fee / account holder | $17,469 | $183,436-90.5% | $177,666-90.2% | $41,445-57.8% |