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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 | $11,737 | $171,272-93.1% | $127,803-90.8% | $152,885-92.3% |
| Participation rate | 78.6% | 83.5%-4.9pp | 79.0%-0.4pp | 82.5%-3.9pp |
| Annual return | 24.07% | 23.54%+0.5pp | 26.14%-2.1pp | 345.39%-321.3pp |
| Employer contribution / active EE | $2,996 | $5,451-45.0% | $4,576-34.5% | $4,763-37.1% |
| Participant deferral / active EE | $2,197 | $7,043-68.8% | $6,023-63.5% | $5,851-62.4% |
| Admin fee / account holder | $717 | $14,540-95.1% | $9,399-92.4% | $11,598-93.8% |