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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 | $8,032 | $110,379-92.7% | $102,412-92.2% | $145,884-94.5% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.0pp |
| Annual return | 12.40% | 24.84%-12.4pp | 24.94%-12.5pp | 551.85%-539.4pp |
| Employer contribution / active EE | $1,513 | $4,216-64.1% | $3,870-60.9% | $4,662-67.5% |
| Participant deferral / active EE | $1,513 | $5,622-73.1% | $5,060-70.1% | $6,690-77.4% |
| Admin fee / account holder | $310 | $9,745-96.8% | $8,388-96.3% | $13,392-97.7% |