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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 | $19,015 | $63,346-70.0% | $92,240-79.4% | $70,126-72.9% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 13.84% | 530.19%-516.3pp | 176.29%-162.5pp | 73.15%-59.3pp |
| Employer contribution / active EE | $1,641 | $2,471-33.6% | $3,680-55.4% | $2,343-29.9% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $4,976 | $3,841+29.6% | $5,194-4.2% | $4,645+7.1% |