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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 | $22,398 | $65,034-65.6% | $90,970-75.4% | $79,856-72.0% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 11.53% | 30.45%-18.9pp | 134.60%-123.1pp | 31.71%-20.2pp |
| Employer contribution / active EE | $1,223 | $1,247-1.9% | $2,122-42.3% | $2,471-50.5% |
| Participant deferral / active EE | $402 | $2,512-84.0% | $3,373-88.1% | $3,741-89.3% |
| Admin fee / account holder | $2,498 | $4,536-44.9% | $5,961-58.1% | $5,306-52.9% |