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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 | $14,011 | $112,121-87.5% | $95,960-85.4% | $158,966-91.2% |
| Participation rate | 80.0% | 79.0%+1.0pp | 77.1%+2.9pp | 82.0%-2.0pp |
| Annual return | 16.16% | 171.16%-155.0pp | 91.63%-75.5pp | 302.95%-286.8pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $494 | $4,784-89.7% | $4,167-88.1% | $5,983-91.7% |
| Admin fee / account holder | $23,242 | $10,135+129.3% | $6,797+241.9% | $11,250+106.6% |