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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 | $4,338 | $156,398-97.2% | $147,318-97.1% | $138,895-96.9% |
| Participation rate | 88.2% | 83.8%+4.5pp | 82.1%+6.2pp | 79.9%+8.3pp |
| Annual return | 18.45% | 78.75%-60.3pp | 70.43%-52.0pp | 145.39%-126.9pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $731 | $8,237-91.1% | $7,906-90.8% | $6,396-88.6% |
| Admin fee / account holder | $1,793 | $14,976-88.0% | $13,708-86.9% | $12,562-85.7% |