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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 | $3,193 | $129,737-97.5% | $119,126-97.3% | $154,746-97.9% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 13.56% | 379.08%-365.5pp | 282.11%-268.5pp | 172.34%-158.8pp |
| Employer contribution / active EE | $0 | $4,375-100.0% | $4,034-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,597 | $5,842-72.7% | $5,318-70.0% | $6,730-76.3% |
| Admin fee / account holder | $1,696 | $11,961-85.8% | $10,693-84.1% | $14,365-88.2% |