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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 | $30,490 | $94,529-67.7% | $140,019-78.2% | $64,173-52.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -6.24% | 7.77%-14.0pp | 651.17%-657.4pp | 7.63%-13.9pp |
| Employer contribution / active EE | $1,955 | $3,812-48.7% | $5,605-65.1% | $2,381-17.9% |
| Participant deferral / active EE | $2,117 | $5,250-59.7% | $6,927-69.4% | $3,470-39.0% |
| Admin fee / account holder | $2,675 | $6,741-60.3% | $10,705-75.0% | $4,887-45.3% |