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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 | $17,272 | $94,529-81.7% | $140,019-87.7% | $64,173-73.1% |
| Participation rate | 92.9% | 84.1%+8.8pp | 87.5%+5.4pp | 69.6%+23.3pp |
| Annual return | -7.19% | 7.77%-15.0pp | 651.17%-658.4pp | 7.63%-14.8pp |
| Employer contribution / active EE | $1,375 | $3,812-63.9% | $5,605-75.5% | $2,381-42.2% |
| Participant deferral / active EE | $2,300 | $5,250-56.2% | $6,927-66.8% | $3,470-33.7% |
| Admin fee / account holder | $1,113 | $6,741-83.5% | $10,705-89.6% | $4,887-77.2% |