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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 | $12,815 | $142,426-91.0% | $115,167-88.9% | $152,909-91.6% |
| Participation rate | 75.0% | 82.4%-7.4pp | 75.9%-0.9pp | 82.5%-7.5pp |
| Annual return | 16.93% | 41.48%-24.6pp | 35.60%-18.7pp | 345.46%-328.5pp |
| Employer contribution / active EE | $0 | $4,011-100.0% | $3,179-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,067 | $5,165-79.3% | $4,169-74.4% | $5,851-81.8% |
| Admin fee / account holder | $4,270 | $8,464-49.6% | $7,089-39.8% | $11,601-63.2% |