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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 | $19,352 | $85,766-77.4% | $136,297-85.8% | $70,124-72.4% |
| Participation rate | 96.4% | 74.2%+22.3pp | 81.9%+14.5pp | 69.5%+26.9pp |
| Annual return | 14.86% | 31.45%-16.6pp | 5156.19%-5141.3pp | 73.14%-58.3pp |
| Employer contribution / active EE | $3,971 | $2,966+33.9% | $4,696-15.4% | $2,342+69.5% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $556 | $5,420-89.7% | $9,244-94.0% | $4,645-88.0% |