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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 | $16,804 | $91,559-81.6% | $133,971-87.5% | $79,852-79.0% |
| Participation rate | 94.7% | 73.3%+21.4pp | 79.8%+14.9pp | 69.6%+25.1pp |
| Annual return | 19.75% | 61.85%-42.1pp | 45.09%-25.3pp | 31.72%-12.0pp |
| Employer contribution / active EE | $1,916 | $2,384-19.6% | $3,919-51.1% | $2,471-22.4% |
| Participant deferral / active EE | $0 | $3,734-100.0% | $5,047-100.0% | $3,740-100.0% |
| Admin fee / account holder | $452 | $6,321-92.8% | $8,929-94.9% | $5,306-91.5% |