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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 | $3,085 | $157,304-98.0% | $141,197-97.8% | $152,909-98.0% |
| Participation rate | 73.9% | 84.8%-10.9pp | 82.5%-8.6pp | 82.5%-8.5pp |
| Annual return | 22.39% | 64.34%-42.0pp | 71.41%-49.0pp | 345.46%-323.1pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,111 | $7,111-84.4% | $6,710-83.4% | $5,851-81.0% |
| Admin fee / account holder | $562 | $12,126-95.4% | $10,265-94.5% | $11,601-95.2% |