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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 | $9,026 | $88,672-89.8% | $105,223-91.4% | $82,448-89.1% |
| Participation rate | 87.1% | 67.9%+19.2pp | 75.0%+12.1pp | 68.1%+19.0pp |
| Annual return | 16.36% | 30.86%-14.5pp | 180.65%-164.3pp | 41.64%-25.3pp |
| Employer contribution / active EE | $1,144 | $3,048-62.5% | $3,689-69.0% | $2,551-55.1% |
| Participant deferral / active EE | $154 | $4,036-96.2% | $5,072-97.0% | $4,139-96.3% |
| Admin fee / account holder | $461 | $7,146-93.6% | $8,859-94.8% | $7,234-93.6% |