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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 | $71,197-89.2% | $93,669-91.8% | $80,925-90.5% |
| Participation rate | 85.2% | 60.4%+24.8pp | 68.7%+16.5pp | 67.7%+17.5pp |
| Annual return | 16.09% | 11.27%+4.8pp | 133.59%-117.5pp | 35.65%-19.6pp |
| Employer contribution / active EE | $22,100 | $1,565+1312.5% | $2,424+811.9% | $2,756+701.8% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $4,416-100.0% | $4,299-100.0% |
| Admin fee / account holder | $57,274 | $6,959+723.0% | $8,291+590.8% | $6,940+725.3% |