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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 | $21,950 | $157,276-86.0% | $141,177-84.5% | $152,885-85.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 17.48% | 64.33%-46.8pp | 71.40%-53.9pp | 345.39%-327.9pp |
| Employer contribution / active EE | $1,080 | $5,262-79.5% | $4,736-77.2% | $4,763-77.3% |
| Participant deferral / active EE | $1,810 | $7,110-74.5% | $6,710-73.0% | $5,851-69.1% |
| Admin fee / account holder | $5,177 | $12,123-57.3% | $10,263-49.6% | $11,598-55.4% |