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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 | $19,485 | $176,794-89.0% | $146,647-86.7% | $167,553-88.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 10.14% | 24.04%-13.9pp | 22.75%-12.6pp | 478.89%-468.8pp |
| Employer contribution / active EE | $1,818 | $5,161-64.8% | $4,137-56.1% | $4,840-62.4% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,343-100.0% |
| Admin fee / account holder | $1,440 | $13,262-89.1% | $10,281-86.0% | $12,316-88.3% |