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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 | $19,684 | $112,131-82.4% | $95,964-79.5% | $158,982-87.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 15.12% | 171.19%-156.1pp | 91.64%-76.5pp | 302.99%-287.9pp |
| Employer contribution / active EE | $964 | $3,199-69.9% | $2,541-62.1% | $4,763-79.8% |
| Participant deferral / active EE | $0 | $4,784-100.0% | $4,167-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,169 | $10,136-88.5% | $6,797-82.8% | $11,252-89.6% |