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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 | $18,777 | $65,084-71.2% | $67,681-72.3% | $64,340-70.8% |
| Participation rate | 100.0% | 66.7%+33.3pp | 73.7%+26.3pp | 55.2%+44.8pp |
| Annual return | 27.60% | 20.50%+7.1pp | 590.58%-563.0pp | 24.14%+3.5pp |
| Employer contribution / active EE | $1,144 | $2,398-52.3% | $2,678-57.3% | $1,862-38.5% |
| Participant deferral / active EE | $723 | $3,210-77.5% | $3,976-81.8% | $2,980-75.7% |
| Admin fee / account holder | $678 | $1,415-52.1% | $6,100-88.9% | $3,703-81.7% |