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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 | $17,854 | $116,203-84.6% | $93,621-80.9% | $152,909-88.3% |
| Participation rate | 78.3% | 78.1%+0.2pp | 75.8%+2.4pp | 82.5%-4.2pp |
| Annual return | 20.87% | 35.96%-15.1pp | 32.76%-11.9pp | 345.46%-324.6pp |
| Employer contribution / active EE | $685 | $3,219-78.7% | $2,719-74.8% | $4,764-85.6% |
| Participant deferral / active EE | $1,038 | $4,605-77.5% | $4,070-74.5% | $5,851-82.3% |
| Admin fee / account holder | $3,123 | $10,751-71.0% | $7,890-60.4% | $11,601-73.1% |