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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 | $1,560 | $99,053-98.4% | $88,179-98.2% | $138,895-98.9% |
| Participation rate | 91.7% | 74.2%+17.4pp | 69.1%+22.5pp | 79.9%+11.7pp |
| Annual return | 13.71% | 78.17%-64.5pp | 64.97%-51.3pp | 145.39%-131.7pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,549-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $616 | $5,225-88.2% | $4,614-86.6% | $6,396-90.4% |
| Admin fee / account holder | $1,928 | $8,748-78.0% | $7,673-74.9% | $12,562-84.7% |