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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 | $21,647 | $89,370-75.8% | $141,197-84.7% | $72,976-70.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 27.05% | 111.88%-84.8pp | 71.41%-44.4pp | 81.02%-54.0pp |
| Employer contribution / active EE | $1,164 | $3,115-62.6% | $4,736-75.4% | $2,440-52.3% |
| Participant deferral / active EE | $2,113 | $5,419-61.0% | $6,710-68.5% | $3,608-41.4% |
| Admin fee / account holder | $1,019 | $5,957-82.9% | $10,265-90.1% | $5,124-80.1% |