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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 | $10,066 | $91,198-89.0% | $178,503-94.4% | $79,856-87.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 10.30% | 24.20%-13.9pp | 151.12%-140.8pp | 31.71%-21.4pp |
| Employer contribution / active EE | $2,158 | $3,257-33.7% | $5,011-56.9% | $2,471-12.7% |
| Participant deferral / active EE | $645 | $3,237-80.1% | $5,202-87.6% | $3,741-82.8% |
| Admin fee / account holder | $3,012 | $6,748-55.4% | $13,987-78.5% | $5,306-43.2% |