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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 | $11,985 | $77,638-84.6% | $156,551-92.3% | $62,881-80.9% |
| Participation rate | 91.1% | 71.2%+19.9pp | 84.0%+7.1pp | 69.3%+21.8pp |
| Annual return | 5.39% | 50.33%-44.9pp | 32.23%-26.8pp | 20.14%-14.8pp |
| Employer contribution / active EE | $812 | $3,444-76.4% | $5,501-85.2% | $2,281-64.4% |
| Participant deferral / active EE | $804 | $3,046-73.6% | $4,871-83.5% | $3,203-74.9% |
| Admin fee / account holder | $442 | $5,561-92.0% | $13,028-96.6% | $4,296-89.7% |