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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 | $11,430 | $102,429-88.8% | $147,096-92.2% | $80,925-85.9% |
| Participation rate | 90.9% | 75.9%+15.0pp | 82.2%+8.7pp | 67.7%+23.3pp |
| Annual return | 14.92% | 135.02%-120.1pp | 419.75%-404.8pp | 35.65%-20.7pp |
| Employer contribution / active EE | $1,641 | $3,716-55.8% | $4,936-66.8% | $2,756-40.5% |
| Participant deferral / active EE | $2,345 | $6,649-64.7% | $8,071-70.9% | $4,299-45.4% |
| Admin fee / account holder | $452 | $7,957-94.3% | $13,005-96.5% | $6,940-93.5% |