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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 | $11,618 | $53,127-78.1% | $86,597-86.6% | $70,131-83.4% |
| Participation rate | 98.0% | 65.3%+32.7pp | 73.5%+24.4pp | 69.5%+28.4pp |
| Annual return | 19.11% | 27.66%-8.6pp | 964.96%-945.9pp | 73.14%-54.0pp |
| Employer contribution / active EE | $1,148 | $2,068-44.5% | $2,840-59.6% | $2,342-51.0% |
| Participant deferral / active EE | $0 | $2,696-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $542 | $3,585-84.9% | $4,906-88.9% | $4,645-88.3% |