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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 | $10,143 | $65,027-84.4% | $90,970-88.9% | $79,852-87.3% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 14.66% | 30.45%-15.8pp | 134.58%-119.9pp | 31.72%-17.1pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $39 | $2,512-98.4% | $3,373-98.8% | $3,740-98.9% |
| Admin fee / account holder | $629 | $4,535-86.1% | $5,960-89.4% | $5,306-88.1% |