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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 | $10,797 | $45,152-76.1% | $73,836-85.4% | $59,633-81.9% |
| Participation rate | 92.0% | 64.0%+28.0pp | 73.4%+18.6pp | 68.7%+23.3pp |
| Annual return | 4.57% | 27.40%-22.8pp | 2268.06%-2263.5pp | 2041.45%-2036.9pp |
| Employer contribution / active EE | $1,533 | $1,901-19.4% | $2,787-45.0% | $2,203-30.4% |
| Participant deferral / active EE | $544 | $2,573-78.9% | $3,583-84.8% | $3,192-83.0% |
| Admin fee / account holder | $1,370 | $3,515-61.0% | $4,882-71.9% | $4,297-68.1% |