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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 | $16,435 | $99,032-83.4% | $80,022-79.5% | $135,380-87.9% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -0.50% | 15.39%-15.9pp | 11.22%-11.7pp | 519.81%-520.3pp |
| Employer contribution / active EE | $2,055 | $3,043-32.5% | $2,468-16.7% | $4,779-57.0% |
| Participant deferral / active EE | $0 | $4,282-100.0% | $3,686-100.0% | $5,609-100.0% |
| Admin fee / account holder | $737 | $10,436-92.9% | $6,521-88.7% | $10,828-93.2% |