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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 | $67,594-72.2% | $77,361-75.7% | $69,733-73.1% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.0%+25.0pp | 62.5%+37.5pp |
| Annual return | 27.60% | 19.20%+8.4pp | 1011.54%-983.9pp | 15.22%+12.4pp |
| Employer contribution / active EE | $1,144 | $2,649-56.8% | $2,990-61.7% | $2,250-49.2% |
| Participant deferral / active EE | $723 | $3,401-78.7% | $3,911-81.5% | $3,054-76.3% |
| Admin fee / account holder | $678 | $1,159-41.5% | $5,894-88.5% | $3,102-78.1% |