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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 | $17,858 | $86,298-79.3% | $111,308-84.0% | $85,847-79.2% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 12.49% | 19.99%-7.5pp | 54.67%-42.2pp | 318.61%-306.1pp |
| Employer contribution / active EE | $1,790 | $2,044-12.4% | $2,732-34.5% | $2,565-30.2% |
| Participant deferral / active EE | $1,137 | $3,641-68.8% | $4,487-74.7% | $3,952-71.2% |
| Admin fee / account holder | $545 | $8,189-93.3% | $7,965-93.2% | $6,261-91.3% |