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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 | $10,318 | $132,634-92.2% | $115,768-91.1% | $137,256-92.5% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.4%+5.6pp | 80.0%0pp |
| Annual return | 18.50% | 160.70%-142.2pp | 100.46%-82.0pp | 220.34%-201.8pp |
| Employer contribution / active EE | $1,255 | $3,360-62.7% | $2,940-57.3% | $4,156-69.8% |
| Participant deferral / active EE | $1,484 | $5,619-73.6% | $4,917-69.8% | $6,407-76.8% |
| Admin fee / account holder | $994 | $15,028-93.4% | $12,439-92.0% | $12,270-91.9% |