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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 | $25,765 | $96,731-73.4% | $123,973-79.2% | $86,983-70.4% |
| Participation rate | 100.0% | 70.0%+30.0pp | 76.7%+23.3pp | 69.5%+30.5pp |
| Annual return | 12.54% | 17.33%-4.8pp | 388.13%-375.6pp | 25.83%-13.3pp |
| Employer contribution / active EE | $3,030 | $3,297-8.1% | $4,126-26.6% | $2,584+17.3% |
| Participant deferral / active EE | $472 | $4,152-88.6% | $5,247-91.0% | $4,194-88.7% |
| Admin fee / account holder | $904 | $8,722-89.6% | $11,799-92.3% | $7,856-88.5% |