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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 | $17,406 | $140,592-87.6% | $123,106-85.9% | $125,388-86.1% |
| Participation rate | 83.3% | 88.2%-4.9pp | 86.8%-3.4pp | 83.2%+0.1pp |
| Annual return | -1.48% | 16.80%-18.3pp | 13.22%-14.7pp | 282.24%-283.7pp |
| Employer contribution / active EE | $1,365 | $6,041-77.4% | $5,151-73.5% | $4,866-72.0% |
| Participant deferral / active EE | $1,899 | $6,980-72.8% | $6,229-69.5% | $5,352-64.5% |
| Admin fee / account holder | $6,129 | $11,198-45.3% | $9,015-32.0% | $9,541-35.8% |