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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 | $12,868 | $148,582-91.3% | $135,942-90.5% | $139,456-90.8% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 20.85% | 79.26%-58.4pp | 68.28%-47.4pp | 373.45%-352.6pp |
| Employer contribution / active EE | $1,699 | $5,245-67.6% | $4,858-65.0% | $4,753-64.3% |
| Participant deferral / active EE | $2,168 | $8,101-73.2% | $7,759-72.1% | $6,711-67.7% |
| Admin fee / account holder | $731 | $12,402-94.1% | $10,764-93.2% | $11,407-93.6% |