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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 | $24,347 | $98,766-75.3% | $149,730-83.7% | $79,852-69.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 14.47% | 27.43%-13.0pp | 276.70%-262.2pp | 31.72%-17.3pp |
| Employer contribution / active EE | $937 | $3,217-70.9% | $4,645-79.8% | $2,471-62.1% |
| Participant deferral / active EE | $1,050 | $5,681-81.5% | $6,843-84.7% | $3,740-71.9% |
| Admin fee / account holder | $1,121 | $6,052-81.5% | $9,310-88.0% | $5,306-78.9% |