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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 | $18,682 | $92,219-79.7% | $76,768-75.7% | $135,379-86.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 2.30% | 5.46%-3.2pp | 2.43%-0.1pp | 519.79%-517.5pp |
| Employer contribution / active EE | $3,333 | $3,216+3.7% | $2,485+34.1% | $4,779-30.2% |
| Participant deferral / active EE | $0 | $4,508-100.0% | $3,852-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,315 | $10,749-87.8% | $6,675-80.3% | $10,828-87.9% |