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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 | $7,672 | $71,230-89.2% | $93,727-91.8% | $80,959-90.5% |
| Participation rate | 85.2% | 60.4%+24.8pp | 68.7%+16.5pp | 67.7%+17.5pp |
| Annual return | 16.09% | 11.26%+4.8pp | 133.83%-117.7pp | 35.67%-19.6pp |
| Employer contribution / active EE | $22,100 | $1,565+1311.9% | $2,421+812.7% | $2,757+701.6% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $4,417-100.0% | $4,300-100.0% |
| Admin fee / account holder | $57,274 | $6,961+722.8% | $8,292+590.7% | $6,925+727.0% |