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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 | $24,216 | $100,041-75.8% | $149,718-83.8% | $70,131-65.5% |
| Participation rate | 77.3% | 83.6%-6.3pp | 87.1%-9.8pp | 69.5%+7.7pp |
| Annual return | 15.94% | 27.43%-11.5pp | 1501.67%-1485.7pp | 73.14%-57.2pp |
| Employer contribution / active EE | $1,315 | $3,662-64.1% | $5,445-75.9% | $2,342-43.9% |
| Participant deferral / active EE | $2,043 | $4,983-59.0% | $6,569-68.9% | $3,332-38.7% |
| Admin fee / account holder | $1,184 | $8,286-85.7% | $11,283-89.5% | $4,645-74.5% |