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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 | $10,195 | $75,962-86.6% | $154,111-93.4% | $64,173-84.1% |
| Participation rate | 70.4% | 70.4%0pp | 83.0%-12.7pp | 69.6%+0.8pp |
| Annual return | 4.63% | 30.32%-25.7pp | 735.18%-730.6pp | 7.63%-3.0pp |
| Employer contribution / active EE | $943 | $3,350-71.9% | $5,298-82.2% | $2,381-60.4% |
| Participant deferral / active EE | $413 | $3,175-87.0% | $5,081-91.9% | $3,470-88.1% |
| Admin fee / account holder | $5,223 | $5,589-6.5% | $13,411-61.1% | $4,887+6.9% |