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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 | $12,324 | $124,425-90.1% | $112,040-89.0% | $137,256-91.0% |
| Participation rate | 78.6% | 79.3%-0.7pp | 76.5%+2.1pp | 80.0%-1.4pp |
| Annual return | 17.22% | 24.72%-7.5pp | 24.52%-7.3pp | 220.34%-203.1pp |
| Employer contribution / active EE | $878 | $3,411-74.3% | $2,954-70.3% | $4,156-78.9% |
| Participant deferral / active EE | $1,468 | $5,718-74.3% | $5,098-71.2% | $6,407-77.1% |
| Admin fee / account holder | $2,072 | $15,207-86.4% | $12,098-82.9% | $12,270-83.1% |