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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 | $12,927 | $197,625-93.5% | $177,840-92.7% | $158,966-91.9% |
| Participation rate | 77.8% | 88.5%-10.8pp | 87.7%-9.9pp | 82.0%-4.2pp |
| Annual return | 23.88% | 58.76%-34.9pp | 48.32%-24.4pp | 302.95%-279.1pp |
| Employer contribution / active EE | $1,862 | $6,698-72.2% | $5,919-68.5% | $4,762-60.9% |
| Participant deferral / active EE | $1,862 | $8,405-77.8% | $7,714-75.9% | $5,983-68.9% |
| Admin fee / account holder | $899 | $15,405-94.2% | $12,431-92.8% | $11,250-92.0% |