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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 | $17,795 | $58,714-69.7% | $142,874-87.5% | $85,856-79.3% |
| Participation rate | 92.0% | 58.5%+33.5pp | 72.0%+20.0pp | 69.3%+22.7pp |
| Annual return | 24.03% | 27.73%-3.7pp | 5638.58%-5614.6pp | 318.58%-294.6pp |
| Employer contribution / active EE | $0 | $1,423-100.0% | $4,145-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $544 | $2,608-79.2% | $3,838-85.8% | $3,952-86.2% |
| Admin fee / account holder | $397 | $4,241-90.6% | $6,561-94.0% | $6,261-93.7% |