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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 | $12,654 | $117,895-89.3% | $102,460-87.6% | $145,897-91.3% |
| Participation rate | 83.3% | 78.6%+4.7pp | 76.5%+6.8pp | 80.3%+3.0pp |
| Annual return | 10.77% | 31.92%-21.2pp | 29.47%-18.7pp | 552.29%-541.5pp |
| Employer contribution / active EE | $961 | $3,619-73.4% | $3,025-68.2% | $4,663-79.4% |
| Participant deferral / active EE | $1,629 | $5,736-71.6% | $5,056-67.8% | $6,689-75.7% |
| Admin fee / account holder | $1,122 | $13,353-91.6% | $9,460-88.1% | $13,390-91.6% |