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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 | $15,387 | $127,096-87.9% | $105,736-85.4% | $135,380-88.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | 3.26% | 4.49%-1.2pp | 6.27%-3.0pp | 519.81%-516.5pp |
| Employer contribution / active EE | $1,245 | $4,107-69.7% | $3,268-61.9% | $4,779-73.9% |
| Participant deferral / active EE | $0 | $5,064-100.0% | $4,080-100.0% | $5,609-100.0% |
| Admin fee / account holder | $4,827 | $9,087-46.9% | $6,913-30.2% | $10,828-55.4% |