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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 | $15,207 | $135,956-88.8% | $123,894-87.7% | $273,972-94.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 25.66% | 56.63%-31.0pp | 47.52%-21.9pp | 41.46%-15.8pp |
| Employer contribution / active EE | $857 | $5,170-83.4% | $4,617-81.4% | $4,869-82.4% |
| Participant deferral / active EE | $763 | $6,343-88.0% | $5,984-87.2% | $5,287-85.6% |
| Admin fee / account holder | $1,418 | $9,817-85.6% | $8,357-83.0% | $10,133-86.0% |