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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 | $81,276-94.4% | $155,574-97.1% | $80,925-94.4% |
| Participation rate | 86.2% | 66.2%+20.0pp | 78.2%+8.0pp | 67.7%+18.5pp |
| Annual return | 11.19% | 33.36%-22.2pp | 64.87%-53.7pp | 35.65%-24.5pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $87 | $3,453-97.5% | $5,629-98.5% | $4,299-98.0% |
| Admin fee / account holder | $684 | $7,993-91.4% | $15,914-95.7% | $6,940-90.1% |