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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 | $4,358 | $166,089-97.4% | $164,928-97.4% | $145,978-97.0% |
| Participation rate | 70.0% | 82.0%-12.0pp | 78.6%-8.6pp | 80.3%-10.3pp |
| Annual return | 10.52% | 100.26%-89.7pp | 70.08%-59.6pp | 550.52%-540.0pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,717 | $6,961-75.3% | $6,034-71.5% | $6,690-74.3% |
| Admin fee / account holder | $18,612 | $16,641+11.8% | $12,684+46.7% | $13,400+38.9% |