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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 | $18,760 | $152,619-87.7% | $125,195-85.0% | $152,909-87.7% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 15.95% | 54.85%-38.9pp | 43.79%-27.8pp | 345.46%-329.5pp |
| Employer contribution / active EE | $2,027 | $4,947-59.0% | $3,866-47.6% | $4,764-57.5% |
| Participant deferral / active EE | $934 | $5,869-84.1% | $4,937-81.1% | $5,851-84.0% |
| Admin fee / account holder | $1,969 | $13,437-85.3% | $9,704-79.7% | $11,601-83.0% |