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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 | $129,737-95.0% | $119,126-94.6% | $154,746-95.8% |
| Participation rate | 76.9% | 78.9%-1.9pp | 75.8%+1.2pp | 80.7%-3.8pp |
| Annual return | 16.22% | 379.08%-362.9pp | 282.11%-265.9pp | 172.34%-156.1pp |
| Employer contribution / active EE | $0 | $4,375-100.0% | $4,034-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,187 | $5,842-79.7% | $5,318-77.7% | $6,730-82.4% |
| Admin fee / account holder | $580 | $11,961-95.2% | $10,693-94.6% | $14,365-96.0% |