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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 | $18,316 | $78,423-76.6% | $95,964-80.9% | $79,856-77.1% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 14.95% | 19.37%-4.4pp | 91.64%-76.7pp | 31.71%-16.8pp |
| Employer contribution / active EE | $1,566 | $1,945-19.5% | $2,541-38.4% | $2,471-36.6% |
| Participant deferral / active EE | $1,110 | $3,440-67.7% | $4,167-73.4% | $3,741-70.3% |
| Admin fee / account holder | $2,667 | $5,622-52.6% | $6,797-60.8% | $5,306-49.7% |