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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 | $14,100 | $157,829-91.1% | $136,867-89.7% | $198,609-92.9% |
| Participation rate | 77.8% | 77.2%+0.6pp | 74.5%+3.2pp | 82.4%-4.6pp |
| Annual return | 12.61% | 51.25%-38.6pp | 42.97%-30.4pp | 202.70%-190.1pp |
| Employer contribution / active EE | $807 | $3,923-79.4% | $3,547-77.2% | $5,055-84.0% |
| Participant deferral / active EE | $1,446 | $5,463-73.5% | $4,924-70.6% | $6,977-79.3% |
| Admin fee / account holder | $5,588 | $11,107-49.7% | $10,340-46.0% | $19,030-70.6% |