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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 | $15,956 | $142,430-88.8% | $115,170-86.1% | $152,897-89.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.5%+17.5pp |
| Annual return | 19.20% | 41.48%-22.3pp | 35.60%-16.4pp | 345.43%-326.2pp |
| Employer contribution / active EE | $1,139 | $4,011-71.6% | $3,179-64.2% | $4,764-76.1% |
| Participant deferral / active EE | $1,306 | $5,165-74.7% | $4,169-68.7% | $5,851-77.7% |
| Admin fee / account holder | $2,063 | $8,464-75.6% | $7,089-70.9% | $11,599-82.2% |