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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 | $10,694 | $154,159-93.1% | $130,026-91.8% | $139,456-92.3% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.5%-3.5pp | 80.3%-5.3pp |
| Annual return | 21.08% | 32.50%-11.4pp | -137.26%+158.3pp | 373.45%-352.4pp |
| Employer contribution / active EE | $2,178 | $5,292-58.8% | $4,321-49.6% | $4,753-54.2% |
| Participant deferral / active EE | $1,159 | $6,710-82.7% | $5,821-80.1% | $6,711-82.7% |
| Admin fee / account holder | $1,663 | $14,001-88.1% | $10,608-84.3% | $11,407-85.4% |