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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 | $12,609 | $77,638-83.8% | $156,551-91.9% | $62,881-79.9% |
| Participation rate | 98.5% | 71.2%+27.3pp | 84.0%+14.5pp | 69.3%+29.2pp |
| Annual return | 4.74% | 50.33%-45.6pp | 32.23%-27.5pp | 20.14%-15.4pp |
| Employer contribution / active EE | $1,069 | $3,444-68.9% | $5,501-80.6% | $2,281-53.1% |
| Participant deferral / active EE | $545 | $3,046-82.1% | $4,871-88.8% | $3,203-83.0% |
| Admin fee / account holder | $1,954 | $5,561-64.9% | $13,028-85.0% | $4,296-54.5% |