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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 | $24,369 | $99,994-75.6% | $146,643-83.4% | $85,847-71.6% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 18.94% | 18.93%0pp | 22.75%-3.8pp | 318.61%-299.7pp |
| Employer contribution / active EE | $1,538 | $2,559-39.9% | $4,137-62.8% | $2,565-40.0% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $5,506-100.0% | $3,952-100.0% |
| Admin fee / account holder | $701 | $7,703-90.9% | $10,280-93.2% | $6,261-88.8% |