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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 | $3,266 | $178,174-98.2% | $156,181-97.9% | $137,256-97.6% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.8%+10.1pp | 80.0%+8.9pp |
| Annual return | 22.09% | 84.19%-62.1pp | 64.87%-42.8pp | 220.34%-198.3pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,572 | $6,888-77.2% | $6,132-74.4% | $6,407-75.5% |
| Admin fee / account holder | $1,616 | $17,404-90.7% | $14,586-88.9% | $12,270-86.8% |