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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 | $52,680 | $224,072-76.5% | $220,428-76.1% | $254,173-79.3% |
| Participation rate | 100.0% | 49.1%+50.9pp | 43.5%+56.5pp | 43.0%+57.0pp |
| Annual return | 10.25% | 99.74%-89.5pp | 90.61%-80.4pp | 259.17%-248.9pp |
| Employer contribution / active EE | $17,750 | $35,080-49.4% | $32,730-45.8% | $41,471-57.2% |
| Participant deferral / active EE | $0 | $39-100.0% | $40-100.0% | $153-100.0% |
| Admin fee / account holder | $339 | $13,610-97.5% | $12,805-97.4% | $21,502-98.4% |