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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 | $15,140 | $152,592-90.1% | $125,180-87.9% | $152,885-90.1% |
| Participation rate | 83.3% | 83.3%0pp | 79.8%+3.6pp | 82.5%+0.9pp |
| Annual return | 11.67% | 54.84%-43.2pp | 43.79%-32.1pp | 345.39%-333.7pp |
| Employer contribution / active EE | $1,713 | $4,947-65.4% | $3,866-55.7% | $4,763-64.0% |
| Participant deferral / active EE | $1,713 | $5,868-70.8% | $4,937-65.3% | $5,851-70.7% |
| Admin fee / account holder | $16,086 | $13,435+19.7% | $9,703+65.8% | $11,598+38.7% |