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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 | $15,853 | $55,457-71.4% | $77,361-79.5% | $94,015-83.1% |
| Participation rate | 100.0% | 69.8%+30.2pp | 75.0%+25.0pp | 70.8%+29.2pp |
| Annual return | 12.12% | 15.57%-3.4pp | 1011.54%-999.4pp | 17.84%-5.7pp |
| Employer contribution / active EE | $2,240 | $2,255-0.7% | $2,990-25.1% | $2,790-19.7% |
| Participant deferral / active EE | $0 | $3,069-100.0% | $3,911-100.0% | $4,249-100.0% |
| Admin fee / account holder | $330 | $4,334-92.4% | $5,894-94.4% | $8,951-96.3% |