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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 | $18,876 | $48,364-61.0% | $71,796-73.7% | $62,881-70.0% |
| Participation rate | 84.0% | 60.6%+23.4pp | 69.1%+14.9pp | 69.3%+14.7pp |
| Annual return | 7.58% | 13.16%-5.6pp | 78.04%-70.5pp | 20.14%-12.6pp |
| Employer contribution / active EE | $4,000 | $1,042+283.9% | $1,924+107.9% | $2,281+75.4% |
| Participant deferral / active EE | $0 | $2,091-100.0% | $2,794-100.0% | $3,203-100.0% |
| Admin fee / account holder | $9,184 | $3,771+143.5% | $4,815+90.7% | $4,296+113.8% |