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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 | $11,512 | $90,486-87.3% | $78,676-85.4% | $273,972-95.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.60% | 75.62%-68.0pp | 62.19%-54.6pp | 41.46%-33.9pp |
| Employer contribution / active EE | $4,418 | $3,175+39.2% | $2,850+55.0% | $4,869-9.3% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $317 | $5,263-94.0% | $4,510-93.0% | $10,133-96.9% |