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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 | $9,917 | $111,878-91.1% | $93,727-89.4% | $145,897-93.2% |
| Participation rate | 73.3% | 74.2%-0.9pp | 68.7%+4.6pp | 80.3%-7.0pp |
| Annual return | 15.72% | 204.28%-188.6pp | 133.83%-118.1pp | 552.29%-536.6pp |
| Employer contribution / active EE | $1,094 | $3,092-64.6% | $2,421-54.8% | $4,663-76.5% |
| Participant deferral / active EE | $1,047 | $4,920-78.7% | $4,417-76.3% | $6,689-84.4% |
| Admin fee / account holder | $742 | $10,256-92.8% | $8,292-91.1% | $13,390-94.5% |