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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 | $19,277 | $79,223-75.7% | $102,460-81.2% | $74,478-74.1% |
| Participation rate | 95.4% | 74.8%+20.6pp | 76.5%+18.9pp | 67.2%+28.1pp |
| Annual return | 14.03% | 54.98%-40.9pp | 29.47%-15.4pp | 1370.56%-1356.5pp |
| Employer contribution / active EE | $1,014 | $2,363-57.1% | $3,025-66.5% | $2,626-61.4% |
| Participant deferral / active EE | $1,924 | $4,417-56.5% | $5,056-62.0% | $4,350-55.8% |
| Admin fee / account holder | $9,492 | $2,003+373.9% | $9,460+0.3% | $1,946+387.8% |