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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 | $27,024 | $105,284-74.3% | $150,734-82.1% | $94,015-71.3% |
| Participation rate | 95.7% | 71.7%+24.0pp | 78.4%+17.3pp | 70.8%+24.9pp |
| Annual return | 11.85% | 15.67%-3.8pp | 600.81%-589.0pp | 17.84%-6.0pp |
| Employer contribution / active EE | $1,064 | $3,599-70.4% | $4,918-78.4% | $2,790-61.9% |
| Participant deferral / active EE | $0 | $4,274-100.0% | $5,610-100.0% | $4,249-100.0% |
| Admin fee / account holder | $1,618 | $9,839-83.6% | $14,905-89.1% | $8,951-81.9% |