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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 | $11,881 | $117,859-89.9% | $102,438-88.4% | $145,959-91.9% |
| Participation rate | 94.1% | 78.6%+15.5pp | 76.5%+17.6pp | 80.3%+13.8pp |
| Annual return | 10.31% | 31.72%-21.4pp | 29.37%-19.1pp | 561.95%-551.6pp |
| Employer contribution / active EE | $1,242 | $3,615-65.6% | $3,024-58.9% | $4,661-73.3% |
| Participant deferral / active EE | $1,358 | $5,732-76.3% | $5,054-73.1% | $6,689-79.7% |
| Admin fee / account holder | $5,537 | $13,318-58.4% | $9,448-41.4% | $13,398-58.7% |