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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 | $11,283 | $70,418-84.0% | $96,570-88.3% | $85,847-86.9% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | 30.53% | 18.59%+11.9pp | 37.79%-7.3pp | 318.61%-288.1pp |
| Employer contribution / active EE | $1,921 | $1,413+35.9% | $2,357-18.5% | $2,565-25.1% |
| Participant deferral / active EE | $0 | $2,894-100.0% | $3,849-100.0% | $3,952-100.0% |
| Admin fee / account holder | $304 | $4,995-93.9% | $6,182-95.1% | $6,261-95.1% |