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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 | $21,230 | $156,616-86.4% | $133,346-84.1% | $198,609-89.3% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 17.80% | 44.25%-26.5pp | 36.85%-19.1pp | 202.70%-184.9pp |
| Employer contribution / active EE | $2,268 | $3,368-32.6% | $2,853-20.5% | $5,055-55.1% |
| Participant deferral / active EE | $378 | $4,920-92.3% | $4,332-91.3% | $6,977-94.6% |
| Admin fee / account holder | $547 | $17,468-96.9% | $14,264-96.2% | $19,030-97.1% |