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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 | $4,562 | $81,358-94.4% | $155,556-97.1% | $80,959-94.4% |
| Participation rate | 86.2% | 66.3%+19.9pp | 78.2%+8.0pp | 67.7%+18.5pp |
| Annual return | 11.19% | 33.39%-22.2pp | 64.84%-53.6pp | 35.67%-24.5pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $87 | $3,455-97.5% | $5,631-98.5% | $4,300-98.0% |
| Admin fee / account holder | $684 | $7,994-91.4% | $15,885-95.7% | $6,925-90.1% |