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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 | $12,019 | $77,634-84.5% | $156,551-92.3% | $62,891-80.9% |
| Participation rate | 83.6% | 71.2%+12.4pp | 84.0%-0.5pp | 69.3%+14.3pp |
| Annual return | 6.51% | 50.32%-43.8pp | 32.23%-25.7pp | 20.14%-13.6pp |
| Employer contribution / active EE | $546 | $3,444-84.2% | $5,501-90.1% | $2,281-76.1% |
| Participant deferral / active EE | $0 | $3,045-100.0% | $4,871-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,230 | $5,561-77.9% | $13,028-90.6% | $4,296-71.4% |