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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 | $11,857 | $83,369-85.8% | $105,223-88.7% | $67,986-82.6% |
| Participation rate | 85.8% | 56.3%+29.6pp | 75.0%+10.8pp | 57.2%+28.6pp |
| Annual return | 20.69% | 24.64%-4.0pp | 180.65%-160.0pp | 31.67%-11.0pp |
| Employer contribution / active EE | $3,101 | $2,541+22.0% | $3,689-15.9% | $2,019+53.6% |
| Participant deferral / active EE | $1,177 | $3,295-64.3% | $5,072-76.8% | $3,358-65.0% |
| Admin fee / account holder | $1,008 | $4,073-75.2% | $8,859-88.6% | $3,203-68.5% |