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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 | $117,895-89.9% | $102,460-88.4% | $145,897-91.9% |
| Participation rate | 94.1% | 78.6%+15.5pp | 76.5%+17.6pp | 80.3%+13.8pp |
| Annual return | 10.31% | 31.92%-21.6pp | 29.47%-19.2pp | 552.29%-542.0pp |
| Employer contribution / active EE | $1,242 | $3,619-65.7% | $3,025-58.9% | $4,663-73.4% |
| Participant deferral / active EE | $1,358 | $5,736-76.3% | $5,056-73.1% | $6,689-79.7% |
| Admin fee / account holder | $5,537 | $13,353-58.5% | $9,460-41.5% | $13,390-58.6% |