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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 | $25,818 | $100,060-74.2% | $149,721-82.8% | $70,126-63.2% |
| Participation rate | 82.9% | 83.6%-0.7pp | 87.1%-4.2pp | 69.5%+13.4pp |
| Annual return | 17.88% | 27.46%-9.6pp | 1501.67%-1483.8pp | 73.15%-55.3pp |
| Employer contribution / active EE | $1,611 | $3,661-56.0% | $5,444-70.4% | $2,343-31.2% |
| Participant deferral / active EE | $2,171 | $4,982-56.4% | $6,568-67.0% | $3,332-34.8% |
| Admin fee / account holder | $539 | $8,285-93.5% | $11,282-95.2% | $4,645-88.4% |