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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 | $94,031-72.7% | $115,768-77.8% | $82,448-68.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.4%+25.6pp | 68.1%+31.9pp |
| Annual return | 14.13% | 20.61%-6.5pp | 100.46%-86.3pp | 41.64%-27.5pp |
| Employer contribution / active EE | $4,250 | $2,323+82.9% | $2,940+44.6% | $2,551+66.6% |
| Participant deferral / active EE | $1,609 | $3,972-59.5% | $4,917-67.3% | $4,139-61.1% |
| Admin fee / account holder | $2,419 | $10,249-76.4% | $12,439-80.6% | $7,234-66.6% |