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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 | $17,583 | $124,346-85.9% | $111,306-84.2% | $167,553-89.5% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 11.47% | 37.46%-26.0pp | 54.67%-43.2pp | 478.89%-467.4pp |
| Employer contribution / active EE | $1,875 | $3,438-45.4% | $2,732-31.4% | $4,840-61.3% |
| Participant deferral / active EE | $1,639 | $5,182-68.4% | $4,488-63.5% | $6,343-74.2% |
| Admin fee / account holder | $1,569 | $10,623-85.2% | $7,966-80.3% | $12,316-87.3% |