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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 | $9,420 | $162,821-94.2% | $133,978-93.0% | $158,982-94.1% |
| Participation rate | 71.4% | 83.2%-11.8pp | 79.8%-8.4pp | 82.0%-10.5pp |
| Annual return | 21.06% | 41.95%-20.9pp | 45.10%-24.0pp | 302.99%-281.9pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,065 | $5,910-82.0% | $5,047-78.9% | $5,983-82.2% |
| Admin fee / account holder | $1,352 | $11,742-88.5% | $8,930-84.9% | $11,252-88.0% |