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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 | $21,679 | $167,533-87.1% | $151,645-85.7% | $134,545-83.9% |
| Participation rate | 88.9% | 88.4%+0.5pp | 87.5%+1.4pp | 81.2%+7.7pp |
| Annual return | -12.95% | 7.81%-20.8pp | 3.34%-16.3pp | 418.37%-431.3pp |
| Employer contribution / active EE | $1,612 | $6,828-76.4% | $6,165-73.9% | $4,742-66.0% |
| Participant deferral / active EE | $2,543 | $8,985-71.7% | $8,363-69.6% | $6,401-60.3% |
| Admin fee / account holder | $592 | $13,781-95.7% | $11,614-94.9% | $11,431-94.8% |