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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 | $11,497 | $84,236-86.4% | $170,439-93.3% | $70,124-83.6% |
| Participation rate | 96.6% | 70.8%+25.7pp | 83.6%+13.0pp | 69.5%+27.0pp |
| Annual return | 12.53% | 23.06%-10.5pp | 205.94%-193.4pp | 73.14%-60.6pp |
| Employer contribution / active EE | $535 | $3,387-84.2% | $5,433-90.2% | $2,342-77.2% |
| Participant deferral / active EE | $765 | $3,086-75.2% | $4,939-84.5% | $3,332-77.0% |
| Admin fee / account holder | $2,918 | $5,698-48.8% | $13,881-79.0% | $4,645-37.2% |