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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 | $9,312 | $107,944-91.4% | $91,994-89.9% | $152,885-93.9% |
| Participation rate | 75.0% | 81.2%-6.2pp | 78.6%-3.6pp | 82.5%-7.5pp |
| Annual return | 16.08% | 89.26%-73.2pp | 69.03%-52.9pp | 345.39%-329.3pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,452-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $638 | $6,365-90.0% | $5,923-89.2% | $5,851-89.1% |
| Admin fee / account holder | $1,017 | $10,521-90.3% | $7,743-86.9% | $11,598-91.2% |