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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 | $13,348 | $225,673-94.1% | $203,872-93.5% | $155,188-91.4% |
| Participation rate | 70.8% | 80.3%-9.5pp | 77.8%-7.0pp | 80.8%-10.0pp |
| Annual return | 10.56% | 95.91%-85.3pp | 85.11%-74.5pp | 148.84%-138.3pp |
| Employer contribution / active EE | $437 | $4,099-89.3% | $3,757-88.4% | $4,248-89.7% |
| Participant deferral / active EE | $881 | $6,893-87.2% | $6,388-86.2% | $6,531-86.5% |
| Admin fee / account holder | $4,984 | $12,327-59.6% | $11,730-57.5% | $14,480-65.6% |