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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 | $719 | $99,053-99.3% | $88,179-99.2% | $138,895-99.5% |
| Participation rate | 90.0% | 74.2%+15.8pp | 69.1%+20.9pp | 79.9%+10.1pp |
| Annual return | 19.20% | 78.17%-59.0pp | 64.97%-45.8pp | 145.39%-126.2pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,549-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $698 | $5,225-86.6% | $4,614-84.9% | $6,396-89.1% |
| Admin fee / account holder | $467 | $8,748-94.7% | $7,673-93.9% | $12,562-96.3% |