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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 | $30,017 | $100,060-70.0% | $149,721-80.0% | $70,126-57.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 16.72% | 27.46%-10.7pp | 1501.67%-1485.0pp | 73.15%-56.4pp |
| Employer contribution / active EE | $1,581 | $3,661-56.8% | $5,444-71.0% | $2,343-32.5% |
| Participant deferral / active EE | $1,030 | $4,982-79.3% | $6,568-84.3% | $3,332-69.1% |
| Admin fee / account holder | $2,956 | $8,285-64.3% | $11,282-73.8% | $4,645-36.4% |