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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 | $11,837 | $132,099-91.0% | $115,599-89.8% | $138,895-91.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.3%+25.7pp | 79.9%+20.1pp |
| Annual return | 9.56% | 176.76%-167.2pp | 111.10%-101.5pp | 145.39%-135.8pp |
| Employer contribution / active EE | $2,453 | $3,416-28.2% | $2,955-17.0% | $4,194-41.5% |
| Participant deferral / active EE | $221 | $5,617-96.1% | $4,889-95.5% | $6,396-96.5% |
| Admin fee / account holder | $6,485 | $15,650-58.6% | $12,841-49.5% | $12,562-48.4% |