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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 | $13,823 | $157,829-91.2% | $136,867-89.9% | $198,609-93.0% |
| Participation rate | 85.7% | 77.2%+8.5pp | 74.5%+11.2pp | 82.4%+3.3pp |
| Annual return | 18.28% | 51.25%-33.0pp | 42.97%-24.7pp | 202.70%-184.4pp |
| Employer contribution / active EE | $1,082 | $3,923-72.4% | $3,547-69.5% | $5,055-78.6% |
| Participant deferral / active EE | $1,129 | $5,463-79.3% | $4,924-77.1% | $6,977-83.8% |
| Admin fee / account holder | $837 | $11,107-92.5% | $10,340-91.9% | $19,030-95.6% |