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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 | $13,792 | $180,462-92.4% | $154,111-91.1% | $135,379-89.8% |
| Participation rate | 73.7% | 87.4%-13.7pp | 83.0%-9.4pp | 82.6%-9.0pp |
| Annual return | 10.37% | 888.17%-877.8pp | 735.18%-724.8pp | 519.79%-509.4pp |
| Employer contribution / active EE | $0 | $6,036-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $499 | $5,806-91.4% | $5,081-90.2% | $5,609-91.1% |
| Admin fee / account holder | $2,574 | $16,145-84.1% | $13,411-80.8% | $10,828-76.2% |