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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 | $19,841 | $58,828-66.3% | $78,002-74.6% | $62,881-68.4% |
| Participation rate | 93.9% | 71.1%+22.9pp | 75.5%+18.4pp | 69.3%+24.6pp |
| Annual return | 5.81% | 17.16%-11.4pp | 425.99%-420.2pp | 20.14%-14.3pp |
| Employer contribution / active EE | $1,193 | $1,672-28.6% | $2,470-51.7% | $2,281-47.7% |
| Participant deferral / active EE | $953 | $2,686-64.5% | $3,497-72.8% | $3,203-70.2% |
| Admin fee / account holder | $2,396 | $4,393-45.5% | $5,481-56.3% | $4,296-44.2% |