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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 | $99,053-99.4% | $88,179-99.3% | $138,895-99.6% |
| Participation rate | 70.6% | 74.2%-3.7pp | 69.1%+1.4pp | 79.9%-9.3pp |
| Annual return | 16.85% | 78.17%-61.3pp | 64.97%-48.1pp | 145.39%-128.5pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,549-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $238 | $5,225-95.5% | $4,614-94.9% | $6,396-96.3% |
| Admin fee / account holder | $462 | $8,748-94.7% | $7,673-94.0% | $12,562-96.3% |