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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 | $15,924 | $157,829-89.9% | $136,867-88.4% | $198,609-92.0% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 16.70% | 51.25%-34.5pp | 42.97%-26.3pp | 202.70%-186.0pp |
| Employer contribution / active EE | $1,052 | $3,923-73.2% | $3,547-70.3% | $5,055-79.2% |
| Participant deferral / active EE | $1,758 | $5,463-67.8% | $4,924-64.3% | $6,977-74.8% |
| Admin fee / account holder | $537 | $11,107-95.2% | $10,340-94.8% | $19,030-97.2% |