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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 | $4,149 | $111,878-96.3% | $93,727-95.6% | $145,897-97.2% |
| Participation rate | 87.5% | 74.2%+13.3pp | 68.7%+18.8pp | 80.3%+7.2pp |
| Annual return | 11.37% | 204.28%-192.9pp | 133.83%-122.5pp | 552.29%-540.9pp |
| Employer contribution / active EE | $0 | $3,092-100.0% | $2,421-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $977 | $4,920-80.1% | $4,417-77.9% | $6,689-85.4% |
| Admin fee / account holder | $5,724 | $10,256-44.2% | $8,292-31.0% | $13,390-57.3% |