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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 | $4,151 | $65,367-93.6% | $92,915-95.5% | $72,976-94.3% |
| Participation rate | 77.1% | 68.3%+8.8pp | 76.0%+1.1pp | 69.5%+7.7pp |
| Annual return | 19.71% | 42.11%-22.4pp | 109.45%-89.7pp | 81.02%-61.3pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,243 | $3,128-60.3% | $4,238-70.7% | $3,608-65.5% |
| Admin fee / account holder | $423 | $4,251-90.0% | $5,796-92.7% | $5,124-91.7% |