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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 | $11,428 | $154,193-92.6% | $130,045-91.2% | $139,466-91.8% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.5%+1.5pp | 80.3%-0.3pp |
| Annual return | 12.10% | 32.51%-20.4pp | -137.30%+149.4pp | 373.66%-361.6pp |
| Employer contribution / active EE | $1,638 | $5,292-69.0% | $4,321-62.1% | $4,754-65.5% |
| Participant deferral / active EE | $796 | $6,709-88.1% | $5,820-86.3% | $6,712-88.1% |
| Admin fee / account holder | $542 | $13,989-96.1% | $10,600-94.9% | $11,409-95.3% |