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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 | $9,825 | $154,193-93.6% | $130,045-92.4% | $139,466-93.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 16.28% | 32.51%-16.2pp | -137.30%+153.6pp | 373.66%-357.4pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,321-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,865 | $6,709-72.2% | $5,820-67.9% | $6,712-72.2% |
| Admin fee / account holder | $3,164 | $13,989-77.4% | $10,600-70.2% | $11,409-72.3% |