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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 | $30,174 | $94,529-68.1% | $140,019-78.4% | $64,173-53.0% |
| Participation rate | 97.6% | 84.1%+13.5pp | 87.5%+10.1pp | 69.6%+28.0pp |
| Annual return | -5.08% | 7.77%-12.8pp | 651.17%-656.2pp | 7.63%-12.7pp |
| Employer contribution / active EE | $1,624 | $3,812-57.4% | $5,605-71.0% | $2,381-31.8% |
| Participant deferral / active EE | $2,330 | $5,250-55.6% | $6,927-66.4% | $3,470-32.8% |
| Admin fee / account holder | $1,909 | $6,741-71.7% | $10,705-82.2% | $4,887-60.9% |