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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 | $17,699 | $106,918-83.4% | $84,021-78.9% | $152,897-88.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 10.76% | 105.01%-94.2pp | 71.32%-60.6pp | 345.43%-334.7pp |
| Employer contribution / active EE | $1,579 | $2,735-42.3% | $1,984-20.4% | $4,764-66.9% |
| Participant deferral / active EE | $524 | $4,012-86.9% | $3,239-83.8% | $5,851-91.0% |
| Admin fee / account holder | $2,085 | $8,288-74.8% | $6,102-65.8% | $11,599-82.0% |