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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 | $23,847 | $102,382-76.7% | $147,005-83.8% | $80,874-70.5% |
| Participation rate | 79.2% | 75.8%+3.4pp | 82.2%-2.9pp | 67.6%+11.6pp |
| Annual return | 15.99% | 134.89%-118.9pp | 418.76%-402.8pp | 35.62%-19.6pp |
| Employer contribution / active EE | $1,355 | $3,715-63.5% | $4,934-72.5% | $2,756-50.8% |
| Participant deferral / active EE | $2,526 | $6,646-62.0% | $8,070-68.7% | $4,297-41.2% |
| Admin fee / account holder | $310 | $7,942-96.1% | $13,006-97.6% | $6,935-95.5% |