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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 | $15,863 | $96,123-83.5% | $77,361-79.5% | $198,609-92.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 75.0%+25.0pp | 82.4%+17.6pp |
| Annual return | 16.70% | 2054.81%-2038.1pp | 1011.54%-994.8pp | 202.70%-186.0pp |
| Employer contribution / active EE | $1,088 | $3,791-71.3% | $2,990-63.6% | $5,055-78.5% |
| Participant deferral / active EE | $1,174 | $4,975-76.4% | $3,911-70.0% | $6,977-83.2% |
| Admin fee / account holder | $1,194 | $9,471-87.4% | $5,894-79.7% | $19,030-93.7% |