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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 | $6,596 | $93,589-93.0% | $135,942-95.1% | $75,181-91.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 16.99% | 30.90%-13.9pp | 68.28%-51.3pp | 160.69%-143.7pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,858-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $895 | $6,405-86.0% | $7,759-88.5% | $4,126-78.3% |
| Admin fee / account holder | $896 | $6,977-87.2% | $10,764-91.7% | $5,650-84.1% |