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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 | $11,739 | $95,383-87.7% | $185,837-93.7% | $85,856-86.3% |
| Participation rate | 82.1% | 68.8%+13.4pp | 81.7%+0.4pp | 69.3%+12.8pp |
| Annual return | 21.94% | 23.59%-1.6pp | 122.08%-100.1pp | 318.58%-296.6pp |
| Employer contribution / active EE | $1,042 | $3,313-68.6% | $5,168-79.8% | $2,565-59.4% |
| Participant deferral / active EE | $395 | $3,423-88.5% | $5,568-92.9% | $3,952-90.0% |
| Admin fee / account holder | $3,003 | $7,213-58.4% | $16,241-81.5% | $6,261-52.0% |