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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 | $18,642 | $58,828-68.3% | $78,002-76.1% | $62,881-70.4% |
| Participation rate | 71.6% | 71.1%+0.5pp | 75.5%-3.9pp | 69.3%+2.3pp |
| Annual return | 7.28% | 17.16%-9.9pp | 425.99%-418.7pp | 20.14%-12.9pp |
| Employer contribution / active EE | $846 | $1,672-49.4% | $2,470-65.8% | $2,281-62.9% |
| Participant deferral / active EE | $984 | $2,686-63.3% | $3,497-71.9% | $3,203-69.3% |
| Admin fee / account holder | $563 | $4,393-87.2% | $5,481-89.7% | $4,296-86.9% |