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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 | $11,772 | $91,198-87.1% | $178,503-93.4% | $79,856-85.3% |
| Participation rate | 92.9% | 69.2%+23.7pp | 81.9%+11.0pp | 69.6%+23.3pp |
| Annual return | 11.41% | 24.20%-12.8pp | 151.12%-139.7pp | 31.71%-20.3pp |
| Employer contribution / active EE | $1,132 | $3,257-65.3% | $5,011-77.4% | $2,471-54.2% |
| Participant deferral / active EE | $821 | $3,237-74.6% | $5,202-84.2% | $3,741-78.1% |
| Admin fee / account holder | $2,298 | $6,748-65.9% | $13,987-83.6% | $5,306-56.7% |