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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 | $28,523 | $78,707-63.8% | $117,861-75.8% | $70,126-59.3% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 12.55% | 23.30%-10.7pp | 335.11%-322.6pp | 73.15%-60.6pp |
| Employer contribution / active EE | $1,442 | $2,223-35.1% | $3,786-61.9% | $2,343-38.4% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $697 | $5,066-86.2% | $8,021-91.3% | $4,645-85.0% |