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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 | $12,378 | $147,556-91.6% | $129,031-90.4% | $198,609-93.8% |
| Participation rate | 75.0% | 77.2%-2.2pp | 73.4%+1.6pp | 82.4%-7.4pp |
| Annual return | 6.57% | 37.41%-30.8pp | 34.67%-28.1pp | 202.70%-196.1pp |
| Employer contribution / active EE | $1,215 | $3,645-66.7% | $3,226-62.3% | $5,055-76.0% |
| Participant deferral / active EE | $1,229 | $5,760-78.7% | $5,217-76.4% | $6,977-82.4% |
| Admin fee / account holder | $3,821 | $15,467-75.3% | $13,208-71.1% | $19,030-79.9% |