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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 | $19,604 | $93,346-79.0% | $71,796-72.7% | $273,972-92.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 6.89% | 130.39%-123.5pp | 78.04%-71.2pp | 41.46%-34.6pp |
| Employer contribution / active EE | $4,596 | $2,733+68.2% | $1,924+138.8% | $4,869-5.6% |
| Participant deferral / active EE | $0 | $3,475-100.0% | $2,794-100.0% | $5,287-100.0% |
| Admin fee / account holder | $483 | $6,571-92.6% | $4,815-90.0% | $10,133-95.2% |