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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 | $138,960 | $284,927-51.2% | $210,053-33.8% | $382,429-63.7% |
| Participation rate | 81.3% | 84.8%-3.6pp | 80.8%+0.5pp | 87.7%-6.5pp |
| Annual return | 14.50% | 281.55%-267.0pp | 232.76%-218.3pp | 248.85%-234.4pp |
| Employer contribution / active EE | $0 | $6,452-100.0% | $4,521-100.0% | $8,036-100.0% |
| Participant deferral / active EE | $3,174 | $4,567-30.5% | $4,238-25.1% | $5,727-44.6% |
| Admin fee / account holder | $55,520 | $19,753+181.1% | $16,990+226.8% | $30,732+80.7% |