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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 | $17,802 | $152,619-88.3% | $125,195-85.8% | $152,909-88.4% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 13.71% | 54.85%-41.1pp | 43.79%-30.1pp | 345.46%-331.8pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $589 | $5,869-90.0% | $4,937-88.1% | $5,851-89.9% |
| Admin fee / account holder | $4,671 | $13,437-65.2% | $9,704-51.9% | $11,601-59.7% |