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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 | $11,939 | $209,336-94.3% | $197,124-93.9% | $137,256-91.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 14.35% | 48.09%-33.7pp | 44.34%-30.0pp | 220.34%-206.0pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $350 | $9,614-96.4% | $9,135-96.2% | $6,407-94.5% |
| Admin fee / account holder | $7,317 | $17,308-57.7% | $16,298-55.1% | $12,270-40.4% |