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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 | $15,245 | $103,393-85.3% | $87,103-82.5% | $152,909-90.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 16.89% | 28.10%-11.2pp | 28.19%-11.3pp | 345.46%-328.6pp |
| Employer contribution / active EE | $5,000 | $3,221+55.2% | $2,521+98.3% | $4,764+5.0% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,049-100.0% | $5,851-100.0% |
| Admin fee / account holder | $6,835 | $12,195-44.0% | $7,491-8.8% | $11,601-41.1% |