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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 | $14,946 | $52,519-71.5% | $155,789-90.4% | $59,633-74.9% |
| Participation rate | 96.9% | 61.7%+35.2pp | 76.1%+20.8pp | 68.7%+28.2pp |
| Annual return | 10.46% | 53.51%-43.1pp | 71.54%-61.1pp | 2041.45%-2031.0pp |
| Employer contribution / active EE | $3,583 | $1,589+125.5% | $3,839-6.6% | $2,203+62.7% |
| Participant deferral / active EE | $0 | $3,084-100.0% | $4,798-100.0% | $3,192-100.0% |
| Admin fee / account holder | $2,416 | $3,540-31.7% | $7,477-67.7% | $4,297-43.8% |