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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 | $9,831 | $105,284-90.7% | $150,734-93.5% | $94,015-89.5% |
| Participation rate | 100.0% | 71.7%+28.3pp | 78.4%+21.6pp | 70.8%+29.2pp |
| Annual return | 16.30% | 15.67%+0.6pp | 600.81%-584.5pp | 17.84%-1.5pp |
| Employer contribution / active EE | $1,066 | $3,599-70.4% | $4,918-78.3% | $2,790-61.8% |
| Participant deferral / active EE | $1,875 | $4,274-56.1% | $5,610-66.6% | $4,249-55.9% |
| Admin fee / account holder | $3,466 | $9,839-64.8% | $14,905-76.7% | $8,951-61.3% |