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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 | $20,169 | $85,766-76.5% | $136,298-85.2% | $70,126-71.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 17.56% | 31.46%-13.9pp | 5156.27%-5138.7pp | 73.15%-55.6pp |
| Employer contribution / active EE | $2,522 | $2,966-15.0% | $4,696-46.3% | $2,343+7.7% |
| Participant deferral / active EE | $1,347 | $5,051-73.3% | $6,247-78.4% | $3,332-59.6% |
| Admin fee / account holder | $3,904 | $5,421-28.0% | $9,244-57.8% | $4,645-16.0% |