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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 | $5,248 | $160,040-96.7% | $147,096-96.4% | $145,877-96.4% |
| Participation rate | 73.7% | 84.0%-10.3pp | 82.2%-8.5pp | 80.3%-6.6pp |
| Annual return | 11.24% | 98.49%-87.3pp | 419.75%-408.5pp | 551.28%-540.0pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,391 | $8,429-71.6% | $8,071-70.4% | $6,691-64.3% |
| Admin fee / account holder | $4,510 | $15,050-70.0% | $13,005-65.3% | $13,402-66.3% |