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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 | $27,567 | $152,587-81.9% | $125,175-78.0% | $152,870-82.0% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 17.93% | 54.84%-36.9pp | 43.79%-25.9pp | 345.34%-327.4pp |
| Employer contribution / active EE | $1,870 | $4,946-62.2% | $3,865-51.6% | $4,763-60.7% |
| Participant deferral / active EE | $846 | $5,868-85.6% | $4,937-82.9% | $5,850-85.5% |
| Admin fee / account holder | $1,715 | $13,434-87.2% | $9,702-82.3% | $11,597-85.2% |