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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 | $21,037 | $89,259-76.4% | $107,187-80.4% | $82,637-74.5% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 14.70% | 21.02%-6.3pp | 204.55%-189.8pp | 53.51%-38.8pp |
| Employer contribution / active EE | $944 | $3,080-69.3% | $3,782-75.0% | $2,552-63.0% |
| Participant deferral / active EE | $1,203 | $4,037-70.2% | $5,096-76.4% | $4,126-70.8% |
| Admin fee / account holder | $751 | $7,381-89.8% | $9,162-91.8% | $7,339-89.8% |