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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 | $12,489 | $47,944-74.0% | $67,834-81.6% | $62,881-80.1% |
| Participation rate | 100.0% | 61.1%+38.9pp | 68.8%+31.2pp | 69.3%+30.7pp |
| Annual return | 5.72% | 11.77%-6.0pp | 138.47%-132.8pp | 20.14%-14.4pp |
| Employer contribution / active EE | $5,247 | $1,562+235.9% | $2,403+118.3% | $2,281+130.0% |
| Participant deferral / active EE | $631 | $2,247-71.9% | $3,160-80.0% | $3,203-80.3% |
| Admin fee / account holder | $1,758 | $3,712-52.6% | $4,622-62.0% | $4,296-59.1% |