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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 | $4,375 | $91,167-95.2% | $178,498-97.5% | $79,858-94.5% |
| Participation rate | 80.9% | 69.2%+11.6pp | 81.9%-1.1pp | 69.6%+11.2pp |
| Annual return | 20.45% | 24.19%-3.7pp | 151.09%-130.6pp | 31.72%-11.3pp |
| Employer contribution / active EE | $0 | $3,255-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $796 | $3,236-75.4% | $5,202-84.7% | $3,740-78.7% |
| Admin fee / account holder | $511 | $6,747-92.4% | $13,985-96.3% | $5,306-90.4% |