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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 | $9,769 | $51,184-80.9% | $66,439-85.3% | $86,983-88.8% |
| Participation rate | 86.0% | 68.5%+17.5pp | 74.5%+11.5pp | 69.5%+16.4pp |
| Annual return | 12.54% | 17.07%-4.5pp | 757.66%-745.1pp | 25.83%-13.3pp |
| Employer contribution / active EE | $1,282 | $2,023-36.6% | $2,637-51.4% | $2,584-50.4% |
| Participant deferral / active EE | $612 | $2,927-79.1% | $3,876-84.2% | $4,194-85.4% |
| Admin fee / account holder | $693 | $4,154-83.3% | $6,173-88.8% | $7,856-91.2% |