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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 | $16,090 | $176,402-90.9% | $134,162-88.0% | $158,982-89.9% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 13.36% | 63.66%-50.3pp | 36.35%-23.0pp | 302.99%-289.6pp |
| Employer contribution / active EE | $1,786 | $5,042-64.6% | $3,705-51.8% | $4,763-62.5% |
| Participant deferral / active EE | $0 | $4,093-100.0% | $3,500-100.0% | $5,983-100.0% |
| Admin fee / account holder | $589 | $8,719-93.2% | $6,685-91.2% | $11,252-94.8% |