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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 | $18,133 | $124,346-85.4% | $111,306-83.7% | $167,553-89.2% |
| Participation rate | 83.3% | 79.6%+3.7pp | 77.3%+6.0pp | 82.1%+1.2pp |
| Annual return | 11.28% | 37.46%-26.2pp | 54.67%-43.4pp | 478.89%-467.6pp |
| Employer contribution / active EE | $0 | $3,438-100.0% | $2,732-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $1,070 | $5,182-79.4% | $4,488-76.2% | $6,343-83.1% |
| Admin fee / account holder | $2,871 | $10,623-73.0% | $7,966-64.0% | $12,316-76.7% |