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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 | $4,797 | $87,542-94.5% | $75,782-93.7% | $125,393-96.2% |
| Participation rate | 78.3% | 80.2%-1.9pp | 75.8%+2.4pp | 83.2%-4.9pp |
| Annual return | 0.59% | 13.48%-12.9pp | 9.68%-9.1pp | 282.23%-281.6pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $788 | $4,229-81.4% | $3,652-78.4% | $5,351-85.3% |
| Admin fee / account holder | $1,878 | $6,502-71.1% | $5,300-64.6% | $9,541-80.3% |