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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 | $10,393 | $147,556-93.0% | $129,031-91.9% | $198,609-94.8% |
| Participation rate | 76.9% | 77.2%-0.3pp | 73.4%+3.6pp | 82.4%-5.5pp |
| Annual return | 3.69% | 37.41%-33.7pp | 34.67%-31.0pp | 202.70%-199.0pp |
| Employer contribution / active EE | $1,137 | $3,645-68.8% | $3,226-64.7% | $5,055-77.5% |
| Participant deferral / active EE | $1,251 | $5,760-78.3% | $5,217-76.0% | $6,977-82.1% |
| Admin fee / account holder | $975 | $15,467-93.7% | $13,208-92.6% | $19,030-94.9% |