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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 | $12,697 | $124,314-89.8% | $109,163-88.4% | $167,518-92.4% |
| Participation rate | 71.4% | 79.4%-8.0pp | 75.9%-4.5pp | 82.1%-10.7pp |
| Annual return | 10.98% | 26.04%-15.1pp | 25.75%-14.8pp | 478.71%-467.7pp |
| Employer contribution / active EE | $1,227 | $4,209-70.8% | $3,723-67.0% | $4,838-74.6% |
| Participant deferral / active EE | $1,408 | $5,256-73.2% | $4,654-69.7% | $6,342-77.8% |
| Admin fee / account holder | $1,660 | $7,973-79.2% | $6,754-75.4% | $12,312-86.5% |