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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 | $9,911 | $89,259-88.9% | $107,187-90.8% | $82,637-88.0% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 20.04% | 21.02%-1.0pp | 204.55%-184.5pp | 53.51%-33.5pp |
| Employer contribution / active EE | $2,003 | $3,080-35.0% | $3,782-47.0% | $2,552-21.5% |
| Participant deferral / active EE | $1,340 | $4,037-66.8% | $5,096-73.7% | $4,126-67.5% |
| Admin fee / account holder | $353 | $7,381-95.2% | $9,162-96.2% | $7,339-95.2% |