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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 | $592 | $97,125-99.4% | $86,233-99.3% | $137,256-99.6% |
| Participation rate | 70.6% | 74.2%-3.6pp | 69.0%+1.6pp | 80.0%-9.4pp |
| Annual return | 16.85% | 74.19%-57.3pp | 61.39%-44.5pp | 220.34%-203.5pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $238 | $5,180-95.4% | $4,559-94.8% | $6,407-96.3% |
| Admin fee / account holder | $462 | $9,725-95.3% | $8,342-94.5% | $12,270-96.2% |