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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 | $15,936 | $117,829-86.5% | $102,423-84.4% | $145,877-89.1% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 63.35% | 31.83%+31.5pp | 29.42%+33.9pp | 551.28%-487.9pp |
| Employer contribution / active EE | $922 | $3,615-74.5% | $3,023-69.5% | $4,663-80.2% |
| Participant deferral / active EE | $1,189 | $5,732-79.3% | $5,054-76.5% | $6,691-82.2% |
| Admin fee / account holder | $320 | $13,335-97.6% | $9,455-96.6% | $13,402-97.6% |