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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 | $23,725 | $168,636-85.9% | $147,618-83.9% | $125,388-81.1% |
| Participation rate | 87.5% | 88.8%-1.3pp | 84.6%+2.9pp | 83.2%+4.3pp |
| Annual return | 0.55% | 77.65%-77.1pp | 61.98%-61.4pp | 282.24%-281.7pp |
| Employer contribution / active EE | $2,094 | $6,252-66.5% | $5,565-62.4% | $4,866-57.0% |
| Participant deferral / active EE | $794 | $5,507-85.6% | $4,895-83.8% | $5,352-85.2% |
| Admin fee / account holder | $2,412 | $13,580-82.2% | $11,612-79.2% | $9,541-74.7% |