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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 | $22,036 | $127,790-82.8% | $106,554-79.3% | $167,553-86.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 16.63% | 33.88%-17.2pp | 26.80%-10.2pp | 478.89%-462.3pp |
| Employer contribution / active EE | $2,617 | $3,427-23.7% | $2,819-7.2% | $4,840-45.9% |
| Participant deferral / active EE | $0 | $5,088-100.0% | $4,398-100.0% | $6,343-100.0% |
| Admin fee / account holder | $384 | $11,231-96.6% | $7,408-94.8% | $12,316-96.9% |