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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 | $7,920 | $81,632-90.3% | $70,455-88.8% | $158,931-95.0% |
| Participation rate | 80.0% | 77.7%+2.3pp | 75.1%+4.9pp | 82.0%-2.0pp |
| Annual return | 17.36% | 208.48%-191.1pp | 109.06%-91.7pp | 302.86%-285.5pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $2,737-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $634 | $4,554-86.1% | $3,709-82.9% | $5,982-89.4% |
| Admin fee / account holder | $443 | $6,193-92.9% | $3,845-88.5% | $11,247-96.1% |