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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 | $11,091 | $60,139-81.6% | $90,461-87.7% | $79,856-86.1% |
| Participation rate | 80.0% | 65.0%+15.0pp | 72.7%+7.3pp | 69.6%+10.4pp |
| Annual return | 15.04% | 71.96%-56.9pp | 1294.76%-1279.7pp | 31.71%-16.7pp |
| Employer contribution / active EE | $319 | $2,069-84.6% | $3,264-90.2% | $2,471-87.1% |
| Participant deferral / active EE | $608 | $2,939-79.3% | $3,964-84.7% | $3,741-83.7% |
| Admin fee / account holder | $408 | $3,978-89.8% | $5,617-92.7% | $5,306-92.3% |