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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 | $9,622 | $108,911-91.2% | $100,392-90.4% | $145,884-93.4% |
| Participation rate | 81.8% | 83.0%-1.1pp | 81.5%+0.3pp | 80.3%+1.5pp |
| Annual return | 77.12% | 58.23%+18.9pp | 49.45%+27.7pp | 551.85%-474.7pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,941-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,893 | $8,459-77.6% | $8,090-76.6% | $6,690-71.7% |
| Admin fee / account holder | $631 | $9,698-93.5% | $7,904-92.0% | $13,392-95.3% |