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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 | $13,133 | $127,387-89.7% | $115,038-88.6% | $125,389-89.5% |
| Participation rate | 87.0% | 84.2%+2.8pp | 81.4%+5.6pp | 83.2%+3.8pp |
| Annual return | -1.85% | 31.28%-33.1pp | 26.14%-28.0pp | 282.24%-284.1pp |
| Employer contribution / active EE | $1,390 | $5,166-73.1% | $4,608-69.8% | $4,866-71.4% |
| Participant deferral / active EE | $1,123 | $6,423-82.5% | $6,026-81.4% | $5,352-79.0% |
| Admin fee / account holder | $707 | $9,516-92.6% | $8,175-91.3% | $9,541-92.6% |