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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 | $19,030 | $127,790-85.1% | $106,555-82.1% | $167,536-88.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 11.94% | 33.88%-21.9pp | 26.80%-14.9pp | 478.82%-466.9pp |
| Employer contribution / active EE | $5,417 | $3,428+58.0% | $2,819+92.1% | $4,839+11.9% |
| Participant deferral / active EE | $0 | $5,088-100.0% | $4,399-100.0% | $6,342-100.0% |
| Admin fee / account holder | $324 | $11,229-97.1% | $7,408-95.6% | $12,315-97.4% |