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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 | $8,303 | $115,225-92.8% | $100,712-91.8% | $138,895-94.0% |
| Participation rate | 75.0% | 74.3%+0.7pp | 69.3%+5.7pp | 79.9%-4.9pp |
| Annual return | 14.85% | 40.35%-25.5pp | 33.27%-18.4pp | 145.39%-130.5pp |
| Employer contribution / active EE | $816 | $2,771-70.6% | $2,313-64.7% | $4,194-80.6% |
| Participant deferral / active EE | $938 | $4,699-80.0% | $4,085-77.0% | $6,396-85.3% |
| Admin fee / account holder | $6,064 | $10,844-44.1% | $9,256-34.5% | $12,562-51.7% |