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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 | $11,453 | $81,208-85.9% | $98,920-88.4% | $79,856-85.7% |
| Participation rate | 72.0% | 72.5%-0.5pp | 76.0%-4.0pp | 69.6%+2.4pp |
| Annual return | 12.45% | 60.99%-48.5pp | 196.47%-184.0pp | 31.71%-19.3pp |
| Employer contribution / active EE | $763 | $1,960-61.0% | $2,689-71.6% | $2,471-69.1% |
| Participant deferral / active EE | $1,047 | $3,265-67.9% | $4,245-75.3% | $3,741-72.0% |
| Admin fee / account holder | $1,452 | $6,013-75.9% | $6,643-78.1% | $5,306-72.6% |