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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 | $10,530 | $77,638-86.4% | $156,551-93.3% | $62,881-83.3% |
| Participation rate | 96.2% | 71.2%+25.0pp | 84.0%+12.1pp | 69.3%+26.8pp |
| Annual return | 10.26% | 50.33%-40.1pp | 32.23%-22.0pp | 20.14%-9.9pp |
| Employer contribution / active EE | $1,749 | $3,444-49.2% | $5,501-68.2% | $2,281-23.3% |
| Participant deferral / active EE | $753 | $3,046-75.3% | $4,871-84.5% | $3,203-76.5% |
| Admin fee / account holder | $1,260 | $5,561-77.3% | $13,028-90.3% | $4,296-70.7% |