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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 | $16,015 | $185,856-91.4% | $170,028-90.6% | $139,456-88.5% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | 18.62% | 60.52%-41.9pp | 53.39%-34.8pp | 373.45%-354.8pp |
| Employer contribution / active EE | $0 | $7,593-100.0% | $6,788-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $2,709 | $11,623-76.7% | $10,409-74.0% | $6,711-59.6% |
| Admin fee / account holder | $1,500 | $15,387-90.3% | $12,820-88.3% | $11,407-86.9% |