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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 | $10,571 | $100,060-89.4% | $149,721-92.9% | $70,126-84.9% |
| Participation rate | 74.1% | 83.6%-9.5pp | 87.1%-13.0pp | 69.5%+4.5pp |
| Annual return | 26.96% | 27.46%-0.5pp | 1501.67%-1474.7pp | 73.15%-46.2pp |
| Employer contribution / active EE | $1,091 | $3,661-70.2% | $5,444-80.0% | $2,343-53.4% |
| Participant deferral / active EE | $2,270 | $4,982-54.4% | $6,568-65.4% | $3,332-31.9% |
| Admin fee / account holder | $334 | $8,285-96.0% | $11,282-97.0% | $4,645-92.8% |