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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 | $28,383 | $94,529-70.0% | $140,019-79.7% | $64,173-55.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | 8.15% | 7.77%+0.4pp | 651.17%-643.0pp | 7.63%+0.5pp |
| Employer contribution / active EE | $1,340 | $3,812-64.9% | $5,605-76.1% | $2,381-43.7% |
| Participant deferral / active EE | $0 | $5,250-100.0% | $6,927-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,206 | $6,741-82.1% | $10,705-88.7% | $4,887-75.3% |