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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 | $11,632 | $153,311-92.4% | $109,313-89.4% | $273,972-95.8% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 38.61% | 29.86%+8.8pp | 22.07%+16.5pp | 41.46%-2.8pp |
| Employer contribution / active EE | $1,465 | $5,619-73.9% | $3,892-62.4% | $4,869-69.9% |
| Participant deferral / active EE | $0 | $3,932-100.0% | $3,166-100.0% | $5,287-100.0% |
| Admin fee / account holder | $2,479 | $8,076-69.3% | $5,666-56.3% | $10,133-75.5% |