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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 | $18,124 | $176,794-89.7% | $146,647-87.6% | $167,553-89.2% |
| Participation rate | 75.0% | 83.6%-8.6pp | 80.1%-5.1pp | 82.1%-7.1pp |
| Annual return | 9.77% | 24.04%-14.3pp | 22.75%-13.0pp | 478.89%-469.1pp |
| Employer contribution / active EE | $0 | $5,161-100.0% | $4,137-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $688 | $6,440-89.3% | $5,506-87.5% | $6,343-89.2% |
| Admin fee / account holder | $351 | $13,262-97.4% | $10,281-96.6% | $12,316-97.2% |