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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 | $94,436-97.3% | $115,599-97.8% | $82,637-96.9% |
| Participation rate | 78.6% | 70.4%+8.1pp | 74.3%+4.3pp | 68.1%+10.5pp |
| Annual return | 14.22% | 18.37%-4.1pp | 111.10%-96.9pp | 53.51%-39.3pp |
| Employer contribution / active EE | $0 | $2,324-100.0% | $2,955-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,516 | $3,955-61.7% | $4,889-69.0% | $4,126-63.3% |
| Admin fee / account holder | $2,187 | $10,328-78.8% | $12,841-83.0% | $7,339-70.2% |