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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 | $23,730 | $98,776-76.0% | $149,745-84.2% | $79,856-70.3% |
| Participation rate | 97.7% | 75.8%+21.9pp | 82.5%+15.2pp | 69.6%+28.1pp |
| Annual return | 30.14% | 27.38%+2.8pp | 276.72%-246.6pp | 31.71%-1.6pp |
| Employer contribution / active EE | $1,406 | $3,217-56.3% | $4,646-69.7% | $2,471-43.1% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,741-100.0% |
| Admin fee / account holder | $607 | $6,053-90.0% | $9,312-93.5% | $5,306-88.6% |