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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 | $15,923 | $105,284-84.9% | $150,734-89.4% | $94,015-83.1% |
| Participation rate | 100.0% | 71.7%+28.3pp | 78.4%+21.6pp | 70.8%+29.2pp |
| Annual return | 11.62% | 15.67%-4.1pp | 600.81%-589.2pp | 17.84%-6.2pp |
| Employer contribution / active EE | $1,252 | $3,599-65.2% | $4,918-74.5% | $2,790-55.1% |
| Participant deferral / active EE | $1,423 | $4,274-66.7% | $5,610-74.6% | $4,249-66.5% |
| Admin fee / account holder | $4,574 | $9,839-53.5% | $14,905-69.3% | $8,951-48.9% |