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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 | $24,127 | $93,345-74.2% | $119,126-79.7% | $87,485-72.4% |
| Participation rate | 84.6% | 68.7%+15.9pp | 75.8%+8.9pp | 68.9%+15.7pp |
| Annual return | 12.81% | 19.08%-6.3pp | 282.11%-269.3pp | 26.06%-13.3pp |
| Employer contribution / active EE | $1,831 | $3,172-42.3% | $4,034-54.6% | $2,596-29.5% |
| Participant deferral / active EE | $962 | $4,099-76.5% | $5,318-81.9% | $4,274-77.5% |
| Admin fee / account holder | $1,881 | $8,039-76.6% | $10,693-82.4% | $7,775-75.8% |