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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 | $11,734 | $102,422-88.5% | $147,117-92.0% | $80,959-85.5% |
| Participation rate | 82.8% | 75.9%+6.9pp | 82.2%+0.6pp | 67.7%+15.1pp |
| Annual return | 16.61% | 135.16%-118.5pp | 420.54%-403.9pp | 35.67%-19.1pp |
| Employer contribution / active EE | $1,046 | $3,717-71.9% | $4,932-78.8% | $2,757-62.1% |
| Participant deferral / active EE | $2,109 | $6,652-68.3% | $8,065-73.8% | $4,300-51.0% |
| Admin fee / account holder | $463 | $7,953-94.2% | $12,993-96.4% | $6,925-93.3% |