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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 | $15,262 | $91,511-83.3% | $130,070-88.3% | $75,184-79.7% |
| Participation rate | 97.8% | 71.5%+26.3pp | 78.5%+19.3pp | 67.2%+30.6pp |
| Annual return | 20.64% | -631.69%+652.3pp | -137.40%+158.0pp | 160.78%-140.1pp |
| Employer contribution / active EE | $870 | $2,845-69.4% | $4,322-79.9% | $2,671-67.4% |
| Participant deferral / active EE | $1,521 | $4,343-65.0% | $5,821-73.9% | $4,127-63.2% |
| Admin fee / account holder | $974 | $6,772-85.6% | $10,600-90.8% | $5,652-82.8% |