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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 | $21,214 | $85,766-75.3% | $136,298-84.4% | $70,126-69.7% |
| Participation rate | 74.0% | 74.2%-0.2pp | 81.9%-7.9pp | 69.5%+4.5pp |
| Annual return | 14.81% | 31.46%-16.6pp | 5156.27%-5141.5pp | 73.15%-58.3pp |
| Employer contribution / active EE | $966 | $2,966-67.4% | $4,696-79.4% | $2,343-58.7% |
| Participant deferral / active EE | $2,074 | $5,051-58.9% | $6,247-66.8% | $3,332-37.7% |
| Admin fee / account holder | $1,316 | $5,421-75.7% | $9,244-85.8% | $4,645-71.7% |