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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 | $4,801 | $111,535-95.7% | $105,223-95.4% | $137,256-96.5% |
| Participation rate | 90.0% | 78.1%+11.9pp | 75.0%+15.0pp | 80.0%+10.0pp |
| Annual return | 12.70% | 237.85%-225.2pp | 180.65%-167.9pp | 220.34%-207.6pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $3,689-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,122 | $5,500-79.6% | $5,072-77.9% | $6,407-82.5% |
| Admin fee / account holder | $2,850 | $9,721-70.7% | $8,859-67.8% | $12,270-76.8% |