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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 | $26,871 | $87,733-69.4% | $106,551-74.8% | $85,856-68.7% |
| Participation rate | 100.0% | 71.9%+28.1pp | 76.1%+23.9pp | 69.3%+30.7pp |
| Annual return | 14.57% | 21.86%-7.3pp | 26.80%-12.2pp | 318.58%-304.0pp |
| Employer contribution / active EE | $3,888 | $2,073+87.5% | $2,819+37.9% | $2,565+51.6% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,398-100.0% | $3,952-100.0% |
| Admin fee / account holder | $2,188 | $6,767-67.7% | $7,408-70.5% | $6,261-65.1% |