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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 | $13,962 | $91,179-84.7% | $178,499-92.2% | $79,852-82.5% |
| Participation rate | 82.6% | 69.2%+13.4pp | 81.9%+0.7pp | 69.6%+13.0pp |
| Annual return | 14.08% | 24.19%-10.1pp | 151.10%-137.0pp | 31.72%-17.6pp |
| Employer contribution / active EE | $543 | $3,256-83.3% | $5,011-89.2% | $2,471-78.0% |
| Participant deferral / active EE | $567 | $3,236-82.5% | $5,202-89.1% | $3,740-84.8% |
| Admin fee / account holder | $599 | $6,749-91.1% | $13,986-95.7% | $5,306-88.7% |