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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 | $11,258 | $91,198-87.7% | $178,503-93.7% | $79,856-85.9% |
| Participation rate | 78.4% | 69.2%+9.2pp | 81.9%-3.6pp | 69.6%+8.7pp |
| Annual return | 12.76% | 24.20%-11.4pp | 151.12%-138.4pp | 31.71%-18.9pp |
| Employer contribution / active EE | $690 | $3,257-78.8% | $5,011-86.2% | $2,471-72.1% |
| Participant deferral / active EE | $334 | $3,237-89.7% | $5,202-93.6% | $3,741-91.1% |
| Admin fee / account holder | $1,260 | $6,748-81.3% | $13,987-91.0% | $5,306-76.3% |