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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 | $19,682 | $58,828-66.5% | $78,002-74.8% | $62,881-68.7% |
| Participation rate | 94.3% | 71.1%+23.2pp | 75.5%+18.7pp | 69.3%+24.9pp |
| Annual return | 7.43% | 17.16%-9.7pp | 425.99%-418.6pp | 20.14%-12.7pp |
| Employer contribution / active EE | $2,874 | $1,672+71.9% | $2,470+16.3% | $2,281+26.0% |
| Participant deferral / active EE | $0 | $2,686-100.0% | $3,497-100.0% | $3,203-100.0% |
| Admin fee / account holder | $831 | $4,393-81.1% | $5,481-84.8% | $4,296-80.7% |