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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 | $11,521 | $78,707-85.4% | $117,861-90.2% | $70,126-83.6% |
| Participation rate | 93.1% | 73.2%+19.9pp | 79.7%+13.4pp | 69.5%+23.6pp |
| Annual return | 20.82% | 23.30%-2.5pp | 335.11%-314.3pp | 73.15%-52.3pp |
| Employer contribution / active EE | $1,800 | $2,223-19.0% | $3,786-52.5% | $2,343-23.2% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $609 | $5,066-88.0% | $8,021-92.4% | $4,645-86.9% |