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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 | $9,171 | $107,421-91.5% | $182,262-95.0% | $94,015-90.2% |
| Participation rate | 72.0% | 77.8%-5.8pp | 84.2%-12.2pp | 70.8%+1.2pp |
| Annual return | 16.51% | 21.32%-4.8pp | 140.60%-124.1pp | 17.84%-1.3pp |
| Employer contribution / active EE | $1,123 | $3,448-67.4% | $5,046-77.7% | $2,790-59.7% |
| Participant deferral / active EE | $2,109 | $6,558-67.8% | $8,276-74.5% | $4,249-50.4% |
| Admin fee / account holder | $1,061 | $8,692-87.8% | $16,712-93.6% | $8,951-88.1% |