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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 | $9,002 | $162,136-94.4% | $152,301-94.1% | $154,746-94.2% |
| Participation rate | 72.7% | 84.1%-11.4pp | 82.4%-9.7pp | 80.7%-8.0pp |
| Annual return | 16.66% | 91.02%-74.4pp | 80.50%-63.8pp | 172.34%-155.7pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,564 | $8,341-69.3% | $8,004-68.0% | $6,730-61.9% |
| Admin fee / account holder | $2,268 | $15,759-85.6% | $14,398-84.2% | $14,365-84.2% |