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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 | $1,331 | $106,280-98.7% | $96,538-98.6% | $139,487-99.0% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 27.19% | 38.48%-11.3pp | 35.74%-8.5pp | 373.84%-346.6pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,740-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,136 | $5,457-79.2% | $4,880-76.7% | $6,713-83.1% |
| Admin fee / account holder | $625 | $7,888-92.1% | $6,737-90.7% | $11,407-94.5% |