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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 | $11,522 | $157,829-92.7% | $136,867-91.6% | $198,609-94.2% |
| Participation rate | 95.8% | 77.2%+18.7pp | 74.5%+21.3pp | 82.4%+13.5pp |
| Annual return | 13.44% | 51.25%-37.8pp | 42.97%-29.5pp | 202.70%-189.3pp |
| Employer contribution / active EE | $1,154 | $3,923-70.6% | $3,547-67.5% | $5,055-77.2% |
| Participant deferral / active EE | $0 | $5,463-100.0% | $4,924-100.0% | $6,977-100.0% |
| Admin fee / account holder | $1,162 | $11,107-89.5% | $10,340-88.8% | $19,030-93.9% |