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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 | $12,997 | $91,198-85.7% | $178,503-92.7% | $79,856-83.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 14.11% | 24.20%-10.1pp | 151.12%-137.0pp | 31.71%-17.6pp |
| Employer contribution / active EE | $1,189 | $3,257-63.5% | $5,011-76.3% | $2,471-51.9% |
| Participant deferral / active EE | $151 | $3,237-95.3% | $5,202-97.1% | $3,741-96.0% |
| Admin fee / account holder | $446 | $6,748-93.4% | $13,987-96.8% | $5,306-91.6% |