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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 | $16,250 | $77,460-79.0% | $100,378-83.8% | $80,925-79.9% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.7%+32.3pp |
| Annual return | 19.75% | 37.24%-17.5pp | 49.41%-29.7pp | 35.65%-15.9pp |
| Employer contribution / active EE | $666 | $2,801-76.2% | $3,942-83.1% | $2,756-75.8% |
| Participant deferral / active EE | $0 | $6,818-100.0% | $8,087-100.0% | $4,299-100.0% |
| Admin fee / account holder | $305 | $5,887-94.8% | $7,899-96.1% | $6,940-95.6% |