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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 | $4,769 | $115,810-95.9% | $101,271-95.3% | $158,966-97.0% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | 11.72% | 56.15%-44.4pp | 46.48%-34.8pp | 302.95%-291.2pp |
| Employer contribution / active EE | $4,328 | $4,175+3.6% | $3,660+18.2% | $4,762-9.1% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $8,911 | $7,248+22.9% | $5,948+49.8% | $11,250-20.8% |