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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 | $12,265 | $157,829-92.2% | $136,867-91.0% | $198,609-93.8% |
| Participation rate | 70.0% | 77.2%-7.2pp | 74.5%-4.5pp | 82.4%-12.4pp |
| Annual return | 22.60% | 51.25%-28.6pp | 42.97%-20.4pp | 202.70%-180.1pp |
| Employer contribution / active EE | $1,010 | $3,923-74.2% | $3,547-71.5% | $5,055-80.0% |
| Participant deferral / active EE | $1,086 | $5,463-80.1% | $4,924-77.9% | $6,977-84.4% |
| Admin fee / account holder | $619 | $11,107-94.4% | $10,340-94.0% | $19,030-96.7% |