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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 | $27,416 | $152,592-82.0% | $125,180-78.1% | $152,885-82.1% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 16.09% | 54.84%-38.7pp | 43.79%-27.7pp | 345.39%-329.3pp |
| Employer contribution / active EE | $1,574 | $4,947-68.2% | $3,866-59.3% | $4,763-66.9% |
| Participant deferral / active EE | $1,478 | $5,868-74.8% | $4,937-70.1% | $5,851-74.7% |
| Admin fee / account holder | $7,257 | $13,435-46.0% | $9,703-25.2% | $11,598-37.4% |