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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 | $11,438 | $79,449-85.6% | $189,597-94.0% | $85,851-86.7% |
| Participation rate | 77.8% | 66.0%+11.8pp | 78.4%-0.7pp | 69.3%+8.5pp |
| Annual return | 12.59% | 18.45%-5.9pp | 64.20%-51.6pp | 318.63%-306.0pp |
| Employer contribution / active EE | $913 | $2,081-56.1% | $4,412-79.3% | $2,565-64.4% |
| Participant deferral / active EE | $984 | $4,051-75.7% | $6,174-84.1% | $3,952-75.1% |
| Admin fee / account holder | $534 | $5,377-90.1% | $9,807-94.6% | $6,261-91.5% |