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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 | $132,099-92.2% | $115,599-91.1% | $138,895-92.6% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.3%+5.7pp | 79.9%+0.1pp |
| Annual return | 18.50% | 176.76%-158.3pp | 111.10%-92.6pp | 145.39%-126.9pp |
| Employer contribution / active EE | $1,255 | $3,416-63.3% | $2,955-57.5% | $4,194-70.1% |
| Participant deferral / active EE | $1,484 | $5,617-73.6% | $4,889-69.6% | $6,396-76.8% |
| Admin fee / account holder | $994 | $15,650-93.7% | $12,841-92.3% | $12,562-92.1% |