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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 | $31,932 | $177,595-82.0% | $148,496-78.5% | $198,609-83.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 15.21% | 9.97%+5.2pp | 12.33%+2.9pp | 202.70%-187.5pp |
| Employer contribution / active EE | $3,868 | $4,098-5.6% | $3,497+10.6% | $5,055-23.5% |
| Participant deferral / active EE | $0 | $5,539-100.0% | $4,808-100.0% | $6,977-100.0% |
| Admin fee / account holder | $703 | $27,010-97.4% | $19,547-96.4% | $19,030-96.3% |