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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 | $14,115 | $53,128-73.4% | $86,582-83.7% | $70,126-79.9% |
| Participation rate | 80.3% | 65.3%+15.0pp | 73.5%+6.8pp | 69.5%+10.8pp |
| Annual return | 19.05% | 27.66%-8.6pp | 965.08%-946.0pp | 73.15%-54.1pp |
| Employer contribution / active EE | $2,570 | $2,068+24.3% | $2,839-9.5% | $2,343+9.7% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $342 | $3,584-90.5% | $4,904-93.0% | $4,645-92.6% |