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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 | $10,999 | $75,962-85.5% | $154,111-92.9% | $64,173-82.9% |
| Participation rate | 87.9% | 70.4%+17.5pp | 83.0%+4.9pp | 69.6%+18.4pp |
| Annual return | 7.48% | 30.32%-22.8pp | 735.18%-727.7pp | 7.63%-0.2pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $397 | $3,175-87.5% | $5,081-92.2% | $3,470-88.6% |
| Admin fee / account holder | $9,894 | $5,589+77.0% | $13,411-26.2% | $4,887+102.5% |