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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 | $522 | $102,938-99.5% | $94,105-99.4% | $138,895-99.6% |
| Participation rate | 75.0% | 74.6%+0.4pp | 71.9%+3.1pp | 79.9%-4.9pp |
| Annual return | 11.39% | 250.28%-238.9pp | 204.55%-193.2pp | 145.39%-134.0pp |
| Employer contribution / active EE | $0 | $2,732-100.0% | $2,504-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $242 | $4,196-94.2% | $3,881-93.8% | $6,396-96.2% |
| Admin fee / account holder | $856 | $6,600-87.0% | $6,199-86.2% | $12,562-93.2% |