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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 | $18,743 | $78,707-76.2% | $117,861-84.1% | $70,126-73.3% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 20.12% | 23.30%-3.2pp | 335.11%-315.0pp | 73.15%-53.0pp |
| Employer contribution / active EE | $7,157 | $2,223+221.9% | $3,786+89.0% | $2,343+205.5% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,276 | $5,066-55.1% | $8,021-71.6% | $4,645-51.0% |