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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 | $15,110 | $72,404-79.1% | $110,243-86.3% | $64,173-76.5% |
| Participation rate | 97.1% | 73.3%+23.7pp | 79.8%+17.2pp | 69.6%+27.5pp |
| Annual return | 13.98% | -6.29%+20.3pp | 314.76%-300.8pp | 7.63%+6.3pp |
| Employer contribution / active EE | $882 | $2,282-61.3% | $3,827-76.9% | $2,381-62.9% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,672-100.0% | $3,470-100.0% |
| Admin fee / account holder | $954 | $5,664-83.2% | $8,548-88.8% | $4,887-80.5% |