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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 | $21,148 | $106,749-80.2% | $145,433-85.5% | $82,448-74.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 16.59% | 27.59%-11.0pp | 66.58%-50.0pp | 41.64%-25.0pp |
| Employer contribution / active EE | $1,470 | $3,444-57.3% | $4,554-67.7% | $2,551-42.4% |
| Participant deferral / active EE | $1,365 | $6,519-79.1% | $7,897-82.7% | $4,139-67.0% |
| Admin fee / account holder | $1,456 | $8,390-82.6% | $13,129-88.9% | $7,234-79.9% |