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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 | $15,825 | $85,766-81.5% | $136,298-88.4% | $70,126-77.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 14.71% | 31.46%-16.7pp | 5156.27%-5141.6pp | 73.15%-58.4pp |
| Employer contribution / active EE | $4,155 | $2,966+40.1% | $4,696-11.5% | $2,343+77.4% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $6,025 | $5,421+11.1% | $9,244-34.8% | $4,645+29.7% |