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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 | $10,443 | $85,766-87.8% | $136,298-92.3% | $70,126-85.1% |
| Participation rate | 89.7% | 74.2%+15.5pp | 81.9%+7.8pp | 69.5%+20.2pp |
| Annual return | 15.92% | 31.46%-15.5pp | 5156.27%-5140.4pp | 73.15%-57.2pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $809 | $5,051-84.0% | $6,247-87.0% | $3,332-75.7% |
| Admin fee / account holder | $365 | $5,421-93.3% | $9,244-96.0% | $4,645-92.1% |