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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 | $25,698 | $101,950-74.8% | $125,529-79.5% | $86,983-70.5% |
| Participation rate | 100.0% | 70.2%+29.8pp | 74.7%+25.3pp | 69.5%+30.5pp |
| Annual return | 14.13% | 18.29%-4.2pp | 202.56%-188.4pp | 25.83%-11.7pp |
| Employer contribution / active EE | $4,250 | $2,358+80.2% | $3,058+39.0% | $2,584+64.5% |
| Participant deferral / active EE | $1,609 | $3,862-58.3% | $4,813-66.6% | $4,194-61.6% |
| Admin fee / account holder | $2,419 | $12,791-81.1% | $16,298-85.2% | $7,856-69.2% |