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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 | $2,393 | $112,729-97.9% | $98,716-97.6% | $137,256-98.3% |
| Participation rate | 95.7% | 74.2%+21.4pp | 69.3%+26.4pp | 80.0%+15.7pp |
| Annual return | 28.04% | 38.48%-10.4pp | 31.81%-3.8pp | 220.34%-192.3pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,079 | $4,640-76.7% | $4,048-73.3% | $6,407-83.2% |
| Admin fee / account holder | $1,757 | $10,129-82.7% | $8,703-79.8% | $12,270-85.7% |