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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 | $18,022 | $110,307-83.7% | $96,576-81.3% | $139,456-87.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 9.85% | 26.40%-16.6pp | 25.87%-16.0pp | 373.45%-363.6pp |
| Employer contribution / active EE | $3,804 | $3,619+5.1% | $2,965+28.3% | $4,753-20.0% |
| Participant deferral / active EE | $0 | $5,547-100.0% | $4,851-100.0% | $6,711-100.0% |
| Admin fee / account holder | $5,479 | $11,597-52.8% | $8,253-33.6% | $11,407-52.0% |