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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 | $11,443 | $78,707-85.5% | $117,861-90.3% | $70,126-83.7% |
| Participation rate | 93.7% | 73.2%+20.5pp | 79.7%+14.0pp | 69.5%+24.1pp |
| Annual return | 17.34% | 23.30%-6.0pp | 335.11%-317.8pp | 73.15%-55.8pp |
| Employer contribution / active EE | $574 | $2,223-74.2% | $3,786-84.8% | $2,343-75.5% |
| Participant deferral / active EE | $878 | $3,297-73.4% | $4,482-80.4% | $3,332-73.6% |
| Admin fee / account holder | $1,406 | $5,066-72.3% | $8,021-82.5% | $4,645-69.7% |