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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 | $18,812 | $117,846-84.0% | $102,434-81.6% | $145,884-87.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 17.54% | 31.90%-14.4pp | 29.46%-11.9pp | 551.85%-534.3pp |
| Employer contribution / active EE | $1,653 | $3,615-54.3% | $3,023-45.3% | $4,662-64.5% |
| Participant deferral / active EE | $1,212 | $5,733-78.9% | $5,055-76.0% | $6,690-81.9% |
| Admin fee / account holder | $7,922 | $13,356-40.7% | $9,462-16.3% | $13,392-40.8% |