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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 | $2,550 | $94,031-97.3% | $115,768-97.8% | $82,448-96.9% |
| Participation rate | 78.6% | 70.4%+8.2pp | 74.4%+4.2pp | 68.1%+10.5pp |
| Annual return | 14.22% | 20.61%-6.4pp | 100.46%-86.2pp | 41.64%-27.4pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,516 | $3,972-61.8% | $4,917-69.2% | $4,139-63.4% |
| Admin fee / account holder | $2,187 | $10,249-78.7% | $12,439-82.4% | $7,234-69.8% |