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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 | $28,623 | $86,298-66.8% | $111,308-74.3% | $85,847-66.7% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 12.15% | 19.99%-7.8pp | 54.67%-42.5pp | 318.61%-306.5pp |
| Employer contribution / active EE | $2,000 | $2,044-2.1% | $2,732-26.8% | $2,565-22.0% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,487-100.0% | $3,952-100.0% |
| Admin fee / account holder | $319 | $8,189-96.1% | $7,965-96.0% | $6,261-94.9% |