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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 | $20,253 | $78,707-74.3% | $117,861-82.8% | $70,126-71.1% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 16.31% | 23.30%-7.0pp | 335.11%-318.8pp | 73.15%-56.8pp |
| Employer contribution / active EE | $964 | $2,223-56.6% | $3,786-74.5% | $2,343-58.8% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $657 | $5,066-87.0% | $8,021-91.8% | $4,645-85.9% |