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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 | $20,226 | $116,203-82.6% | $93,621-78.4% | $152,909-86.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 22.75% | 35.96%-13.2pp | 32.76%-10.0pp | 345.46%-322.7pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,719-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $500 | $4,605-89.1% | $4,070-87.7% | $5,851-91.5% |
| Admin fee / account holder | $1,686 | $10,751-84.3% | $7,890-78.6% | $11,601-85.5% |