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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 | $16,361 | $176,786-90.7% | $146,643-88.8% | $167,536-90.2% |
| Participation rate | 86.4% | 83.6%+2.7pp | 80.1%+6.3pp | 82.1%+4.3pp |
| Annual return | 13.81% | 24.04%-10.2pp | 22.75%-8.9pp | 478.82%-465.0pp |
| Employer contribution / active EE | $1,103 | $5,161-78.6% | $4,137-73.3% | $4,839-77.2% |
| Participant deferral / active EE | $1,609 | $6,440-75.0% | $5,506-70.8% | $6,342-74.6% |
| Admin fee / account holder | $1,071 | $13,262-91.9% | $10,280-89.6% | $12,315-91.3% |