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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 | $32,127 | $100,060-67.9% | $149,721-78.5% | $70,126-54.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 13.87% | 27.46%-13.6pp | 1501.67%-1487.8pp | 73.15%-59.3pp |
| Employer contribution / active EE | $2,861 | $3,661-21.9% | $5,444-47.5% | $2,343+22.1% |
| Participant deferral / active EE | $2,181 | $4,982-56.2% | $6,568-66.8% | $3,332-34.5% |
| Admin fee / account holder | $2,774 | $8,285-66.5% | $11,282-75.4% | $4,645-40.3% |