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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 | $6,180 | $100,073-93.8% | $85,126-92.7% | $145,877-95.8% |
| Participation rate | 91.7% | 74.1%+17.6pp | 67.5%+24.1pp | 80.3%+11.4pp |
| Annual return | 11.16% | 84.11%-73.0pp | 66.63%-55.5pp | 551.28%-540.1pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,731-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $411 | $5,294-92.2% | $4,523-90.9% | $6,691-93.9% |
| Admin fee / account holder | $1,247 | $7,261-82.8% | $6,160-79.8% | $13,402-90.7% |