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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 | $8,064 | $156,616-94.9% | $133,346-94.0% | $198,609-95.9% |
| Participation rate | 76.9% | 77.7%-0.8pp | 72.8%+4.1pp | 82.4%-5.5pp |
| Annual return | 19.06% | 44.25%-25.2pp | 36.85%-17.8pp | 202.70%-183.6pp |
| Employer contribution / active EE | $1,092 | $3,368-67.6% | $2,853-61.7% | $5,055-78.4% |
| Participant deferral / active EE | $1,078 | $4,920-78.1% | $4,332-75.1% | $6,977-84.5% |
| Admin fee / account holder | $797 | $17,468-95.4% | $14,264-94.4% | $19,030-95.8% |