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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 | $18,777 | $63,433-70.4% | $63,803-70.6% | $64,097-70.7% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 55.2%+44.8pp |
| Annual return | 27.60% | 20.74%+6.9pp | 543.72%-516.1pp | 34.64%-7.0pp |
| Employer contribution / active EE | $1,144 | $2,332-50.9% | $2,532-54.8% | $1,891-39.5% |
| Participant deferral / active EE | $723 | $3,119-76.8% | $3,843-81.2% | $3,080-76.5% |
| Admin fee / account holder | $678 | $1,489-54.5% | $5,196-86.9% | $3,454-80.4% |