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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 | $10,380 | $102,422-89.9% | $147,117-92.9% | $80,959-87.2% |
| Participation rate | 93.5% | 75.9%+17.7pp | 82.2%+11.4pp | 67.7%+25.9pp |
| Annual return | 12.74% | 135.16%-122.4pp | 420.54%-407.8pp | 35.67%-22.9pp |
| Employer contribution / active EE | $1,699 | $3,717-54.3% | $4,932-65.6% | $2,757-38.4% |
| Participant deferral / active EE | $2,029 | $6,652-69.5% | $8,065-74.8% | $4,300-52.8% |
| Admin fee / account holder | $384 | $7,953-95.2% | $12,993-97.0% | $6,925-94.5% |