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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 | $23,773 | $98,760-75.9% | $149,715-84.1% | $79,858-70.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 20.80% | 27.43%-6.6pp | 276.66%-255.9pp | 31.72%-10.9pp |
| Employer contribution / active EE | $1,569 | $3,217-51.2% | $4,645-66.2% | $2,471-36.5% |
| Participant deferral / active EE | $2,221 | $5,681-60.9% | $6,842-67.5% | $3,740-40.6% |
| Admin fee / account holder | $5,359 | $6,053-11.5% | $9,310-42.4% | $5,306+1.0% |