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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 | $17,882 | $98,240-81.8% | $82,312-78.3% | $147,586-87.9% |
| Participation rate | 77.8% | 79.7%-1.9pp | 76.9%+0.9pp | 82.8%-5.1pp |
| Annual return | 12.63% | 30.85%-18.2pp | 25.88%-13.2pp | 578.59%-566.0pp |
| Employer contribution / active EE | $1,428 | $3,192-55.2% | $2,428-41.2% | $4,876-70.7% |
| Participant deferral / active EE | $1,025 | $4,383-76.6% | $3,706-72.3% | $5,439-81.1% |
| Admin fee / account holder | $1,307 | $8,563-84.7% | $5,608-76.7% | $10,886-88.0% |