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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 | $12,524 | $85,766-85.4% | $136,298-90.8% | $70,126-82.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 15.25% | 31.46%-16.2pp | 5156.27%-5141.0pp | 73.15%-57.9pp |
| Employer contribution / active EE | $989 | $2,966-66.7% | $4,696-78.9% | $2,343-57.8% |
| Participant deferral / active EE | $1,159 | $5,051-77.1% | $6,247-81.5% | $3,332-65.2% |
| Admin fee / account holder | $628 | $5,421-88.4% | $9,244-93.2% | $4,645-86.5% |