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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 | $9,045 | $123,155-92.7% | $108,753-91.7% | $155,188-94.2% |
| Participation rate | 87.5% | 75.6%+11.9pp | 71.1%+16.4pp | 80.8%+6.7pp |
| Annual return | 17.94% | 44.73%-26.8pp | 37.47%-19.5pp | 148.84%-130.9pp |
| Employer contribution / active EE | $561 | $2,811-80.0% | $2,427-76.9% | $4,248-86.8% |
| Participant deferral / active EE | $594 | $4,623-87.1% | $4,115-85.6% | $6,531-90.9% |
| Admin fee / account holder | $1,251 | $12,126-89.7% | $10,320-87.9% | $14,480-91.4% |