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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 | $19,544 | $91,559-78.7% | $133,971-85.4% | $79,852-75.5% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 11.58% | 61.85%-50.3pp | 45.09%-33.5pp | 31.72%-20.1pp |
| Employer contribution / active EE | $834 | $2,384-65.0% | $3,919-78.7% | $2,471-66.2% |
| Participant deferral / active EE | $0 | $3,734-100.0% | $5,047-100.0% | $3,740-100.0% |
| Admin fee / account holder | $2,332 | $6,321-63.1% | $8,929-73.9% | $5,306-56.0% |