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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 | $18,849 | $167,522-88.7% | $151,639-87.6% | $134,532-86.0% |
| Participation rate | 95.2% | 88.4%+6.9pp | 87.5%+7.7pp | 81.2%+14.0pp |
| Annual return | -15.44% | 7.81%-23.3pp | 3.34%-18.8pp | 418.27%-433.7pp |
| Employer contribution / active EE | $1,521 | $6,828-77.7% | $6,165-75.3% | $4,741-67.9% |
| Participant deferral / active EE | $1,949 | $8,986-78.3% | $8,363-76.7% | $6,401-69.6% |
| Admin fee / account holder | $821 | $13,780-94.0% | $11,613-92.9% | $11,429-92.8% |