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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 | $11,476 | $150,197-92.4% | $120,368-90.5% | $145,959-92.1% |
| Participation rate | 81.3% | 78.8%+2.5pp | 71.9%+9.3pp | 80.3%+1.0pp |
| Annual return | 14.10% | 154.26%-140.2pp | 107.26%-93.2pp | 561.95%-547.8pp |
| Employer contribution / active EE | $1,161 | $4,350-73.3% | $3,465-66.5% | $4,661-75.1% |
| Participant deferral / active EE | $966 | $6,174-84.4% | $4,991-80.6% | $6,689-85.6% |
| Admin fee / account holder | $3,930 | $12,216-67.8% | $9,429-58.3% | $13,398-70.7% |