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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 | $125,237-87.7% | $105,608-85.4% | $145,877-89.5% |
| Participation rate | 87.0% | 77.7%+9.3pp | 75.3%+11.7pp | 80.3%+6.7pp |
| Annual return | 8.86% | 225.76%-216.9pp | 116.50%-107.6pp | 551.28%-542.4pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,167-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,151 | $5,711-79.9% | $5,010-77.0% | $6,691-82.8% |
| Admin fee / account holder | $1,358 | $17,287-92.1% | $11,028-87.7% | $13,402-89.9% |