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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 | $19,002 | $93,346-79.6% | $71,796-73.5% | $273,972-93.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 17.76% | 130.39%-112.6pp | 78.04%-60.3pp | 41.46%-23.7pp |
| Employer contribution / active EE | $2,091 | $2,733-23.5% | $1,924+8.6% | $4,869-57.1% |
| Participant deferral / active EE | $0 | $3,475-100.0% | $2,794-100.0% | $5,287-100.0% |
| Admin fee / account holder | $423 | $6,571-93.6% | $4,815-91.2% | $10,133-95.8% |