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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 | $65,072-71.1% | $66,439-71.7% | $65,306-71.2% |
| Participation rate | 100.0% | 69.1%+30.9pp | 74.5%+25.5pp | 57.7%+42.3pp |
| Annual return | 27.60% | 21.50%+6.1pp | 757.66%-730.1pp | 21.94%+5.7pp |
| Employer contribution / active EE | $1,144 | $2,475-53.8% | $2,637-56.6% | $1,967-41.8% |
| Participant deferral / active EE | $723 | $3,234-77.6% | $3,876-81.3% | $2,959-75.6% |
| Admin fee / account holder | $678 | $1,323-48.7% | $6,173-89.0% | $3,480-80.5% |