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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 | $22,630 | $102,422-77.9% | $147,117-84.6% | $80,959-72.0% |
| Participation rate | 73.5% | 75.9%-2.4pp | 82.2%-8.7pp | 67.7%+5.8pp |
| Annual return | 15.19% | 135.16%-120.0pp | 420.54%-405.3pp | 35.67%-20.5pp |
| Employer contribution / active EE | $1,118 | $3,717-69.9% | $4,932-77.3% | $2,757-59.5% |
| Participant deferral / active EE | $2,540 | $6,652-61.8% | $8,065-68.5% | $4,300-40.9% |
| Admin fee / account holder | $822 | $7,953-89.7% | $12,993-93.7% | $6,925-88.1% |