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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 | $17,538 | $85,766-79.6% | $136,298-87.1% | $70,126-75.0% |
| Participation rate | 88.0% | 74.2%+13.8pp | 81.9%+6.1pp | 69.5%+18.5pp |
| Annual return | 14.73% | 31.46%-16.7pp | 5156.27%-5141.5pp | 73.15%-58.4pp |
| Employer contribution / active EE | $1,356 | $2,966-54.3% | $4,696-71.1% | $2,343-42.1% |
| Participant deferral / active EE | $1,305 | $5,051-74.2% | $6,247-79.1% | $3,332-60.8% |
| Admin fee / account holder | $680 | $5,421-87.4% | $9,244-92.6% | $4,645-85.4% |