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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 | $94,436-72.8% | $115,599-77.8% | $82,637-68.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.3%+25.7pp | 68.1%+31.9pp |
| Annual return | 14.13% | 18.37%-4.2pp | 111.10%-97.0pp | 53.51%-39.4pp |
| Employer contribution / active EE | $4,250 | $2,324+82.9% | $2,955+43.8% | $2,552+66.5% |
| Participant deferral / active EE | $1,609 | $3,955-59.3% | $4,889-67.1% | $4,126-61.0% |
| Admin fee / account holder | $2,419 | $10,328-76.6% | $12,841-81.2% | $7,339-67.0% |