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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 | $123,155-93.3% | $108,753-92.4% | $155,188-94.6% |
| Participation rate | 75.0% | 75.6%-0.6pp | 71.1%+3.9pp | 80.8%-5.8pp |
| Annual return | 14.85% | 44.73%-29.9pp | 37.47%-22.6pp | 148.84%-134.0pp |
| Employer contribution / active EE | $816 | $2,811-71.0% | $2,427-66.4% | $4,248-80.8% |
| Participant deferral / active EE | $938 | $4,623-79.7% | $4,115-77.2% | $6,531-85.6% |
| Admin fee / account holder | $6,064 | $12,126-50.0% | $10,320-41.2% | $14,480-58.1% |