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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 | $21,752 | $81,208-73.2% | $98,920-78.0% | $79,856-72.8% |
| Participation rate | 75.0% | 72.5%+2.5pp | 76.0%-1.0pp | 69.6%+5.4pp |
| Annual return | 10.70% | 60.99%-50.3pp | 196.47%-185.8pp | 31.71%-21.0pp |
| Employer contribution / active EE | $528 | $1,960-73.0% | $2,689-80.4% | $2,471-78.6% |
| Participant deferral / active EE | $1,395 | $3,265-57.3% | $4,245-67.1% | $3,741-62.7% |
| Admin fee / account holder | $16,690 | $6,013+177.6% | $6,643+151.3% | $5,306+214.5% |