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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 | $23,372 | $102,422-77.2% | $147,117-84.1% | $80,959-71.1% |
| Participation rate | 80.6% | 75.9%+4.8pp | 82.2%-1.5pp | 67.7%+13.0pp |
| Annual return | 17.78% | 135.16%-117.4pp | 420.54%-402.8pp | 35.67%-17.9pp |
| Employer contribution / active EE | $1,278 | $3,717-65.6% | $4,932-74.1% | $2,757-53.7% |
| Participant deferral / active EE | $2,165 | $6,652-67.5% | $8,065-73.2% | $4,300-49.7% |
| Admin fee / account holder | $670 | $7,953-91.6% | $12,993-94.8% | $6,925-90.3% |