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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 | $11,341 | $127,790-91.1% | $106,554-89.4% | $167,553-93.2% |
| Participation rate | 88.9% | 78.3%+10.6pp | 76.1%+12.8pp | 82.1%+6.8pp |
| Annual return | 16.37% | 33.88%-17.5pp | 26.80%-10.4pp | 478.89%-462.5pp |
| Employer contribution / active EE | $854 | $3,427-75.1% | $2,819-69.7% | $4,840-82.4% |
| Participant deferral / active EE | $1,271 | $5,088-75.0% | $4,398-71.1% | $6,343-80.0% |
| Admin fee / account holder | $1,188 | $11,231-89.4% | $7,408-84.0% | $12,316-90.4% |