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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 | $6,470 | $134,817-95.2% | $123,973-94.8% | $155,188-95.8% |
| Participation rate | 76.9% | 79.4%-2.5pp | 76.7%+0.3pp | 80.8%-3.9pp |
| Annual return | 16.22% | 515.49%-499.3pp | 388.13%-371.9pp | 148.84%-132.6pp |
| Employer contribution / active EE | $0 | $4,425-100.0% | $4,126-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,187 | $5,706-79.2% | $5,247-77.4% | $6,531-81.8% |
| Admin fee / account holder | $580 | $13,245-95.6% | $11,799-95.1% | $14,480-96.0% |