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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 | $15,328 | $102,385-85.0% | $147,080-89.6% | $80,935-81.1% |
| Participation rate | 92.5% | 75.9%+16.7pp | 82.2%+10.4pp | 67.7%+24.9pp |
| Annual return | 23.91% | 135.09%-111.2pp | 420.17%-396.3pp | 35.66%-11.8pp |
| Employer contribution / active EE | $1,129 | $3,717-69.6% | $4,933-77.1% | $2,757-59.1% |
| Participant deferral / active EE | $1,462 | $6,651-78.0% | $8,066-81.9% | $4,299-66.0% |
| Admin fee / account holder | $537 | $7,951-93.3% | $12,989-95.9% | $6,924-92.3% |