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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 | $11,493 | $60,139-80.9% | $90,461-87.3% | $79,856-85.6% |
| Participation rate | 86.3% | 65.0%+21.3pp | 72.7%+13.6pp | 69.6%+16.6pp |
| Annual return | 15.23% | 71.96%-56.7pp | 1294.76%-1279.5pp | 31.71%-16.5pp |
| Employer contribution / active EE | $954 | $2,069-53.9% | $3,264-70.8% | $2,471-61.4% |
| Participant deferral / active EE | $729 | $2,939-75.2% | $3,964-81.6% | $3,741-80.5% |
| Admin fee / account holder | $3,214 | $3,978-19.2% | $5,617-42.8% | $5,306-39.4% |