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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 | $15,367 | $125,190-87.7% | $105,624-85.5% | $145,897-89.5% |
| Participation rate | 87.0% | 77.6%+9.3pp | 75.3%+11.7pp | 80.3%+6.7pp |
| Annual return | 8.86% | 225.22%-216.4pp | 116.20%-107.3pp | 552.29%-543.4pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,168-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,151 | $5,716-79.9% | $5,013-77.0% | $6,689-82.8% |
| Admin fee / account holder | $1,358 | $17,138-92.1% | $10,961-87.6% | $13,390-89.9% |