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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 | $11,898 | $102,429-88.4% | $147,096-91.9% | $80,925-85.3% |
| Participation rate | 96.2% | 75.9%+20.3pp | 82.2%+14.0pp | 67.7%+28.5pp |
| Annual return | 38.14% | 135.02%-96.9pp | 419.75%-381.6pp | 35.65%+2.5pp |
| Employer contribution / active EE | $1,010 | $3,716-72.8% | $4,936-79.5% | $2,756-63.4% |
| Participant deferral / active EE | $2,595 | $6,649-61.0% | $8,071-67.9% | $4,299-39.6% |
| Admin fee / account holder | $2,016 | $7,957-74.7% | $13,005-84.5% | $6,940-71.0% |