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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 | $682 | $124,980-99.5% | $108,359-99.4% | $154,746-99.6% |
| Participation rate | 87.5% | 75.2%+12.3pp | 70.1%+17.4pp | 80.7%+6.8pp |
| Annual return | 10.10% | 45.00%-34.9pp | 36.89%-26.8pp | 172.34%-162.2pp |
| Employer contribution / active EE | $0 | $2,851-100.0% | $2,399-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $261 | $4,743-94.5% | $4,137-93.7% | $6,730-96.1% |
| Admin fee / account holder | $408 | $11,502-96.5% | $9,741-95.8% | $14,365-97.2% |