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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 | $2,631 | $114,119-97.7% | $107,187-97.5% | $138,895-98.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 14.27% | 273.21%-258.9pp | 204.55%-190.3pp | 145.39%-131.1pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,237 | $5,538-77.7% | $5,096-75.7% | $6,396-80.7% |
| Admin fee / account holder | $769 | $10,024-92.3% | $9,162-91.6% | $12,562-93.9% |