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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 | $2,781 | $111,535-97.5% | $105,223-97.4% | $137,256-98.0% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.0%+5.0pp | 80.0%0pp |
| Annual return | 18.43% | 237.85%-219.4pp | 180.65%-162.2pp | 220.34%-201.9pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $3,689-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $989 | $5,500-82.0% | $5,072-80.5% | $6,407-84.6% |
| Admin fee / account holder | $802 | $9,721-91.8% | $8,859-90.9% | $12,270-93.5% |