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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 | $8,873 | $53,841-83.5% | $75,731-88.3% | $85,851-89.7% |
| Participation rate | 100.0% | 69.0%+31.0pp | 74.8%+25.2pp | 69.3%+30.7pp |
| Annual return | 12.67% | 24.54%-11.9pp | 104.65%-92.0pp | 318.63%-306.0pp |
| Employer contribution / active EE | $1,305 | $2,017-35.3% | $2,743-52.4% | $2,565-49.1% |
| Participant deferral / active EE | $0 | $2,895-100.0% | $3,820-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,323 | $3,340-60.4% | $3,620-63.5% | $6,261-78.9% |