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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 | $10,270 | $91,198-88.7% | $178,503-94.2% | $79,856-87.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 23.09% | 24.20%-1.1pp | 151.12%-128.0pp | 31.71%-8.6pp |
| Employer contribution / active EE | $1,237 | $3,257-62.0% | $5,011-75.3% | $2,471-49.9% |
| Participant deferral / active EE | $836 | $3,237-74.2% | $5,202-83.9% | $3,741-77.6% |
| Admin fee / account holder | $2,586 | $6,748-61.7% | $13,987-81.5% | $5,306-51.3% |