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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 | $913 | $112,729-99.2% | $98,716-99.1% | $137,256-99.3% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.3%+10.7pp | 80.0%0pp |
| Annual return | 15.08% | 38.48%-23.4pp | 31.81%-16.7pp | 220.34%-205.3pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $530 | $4,640-88.6% | $4,048-86.9% | $6,407-91.7% |
| Admin fee / account holder | $437 | $10,129-95.7% | $8,703-95.0% | $12,270-96.4% |