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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 | $18,214 | $157,829-88.5% | $136,867-86.7% | $198,609-90.8% |
| Participation rate | 70.0% | 77.2%-7.2pp | 74.5%-4.5pp | 82.4%-12.4pp |
| Annual return | 14.97% | 51.25%-36.3pp | 42.97%-28.0pp | 202.70%-187.7pp |
| Employer contribution / active EE | $1,218 | $3,923-69.0% | $3,547-65.7% | $5,055-75.9% |
| Participant deferral / active EE | $950 | $5,463-82.6% | $4,924-80.7% | $6,977-86.4% |
| Admin fee / account holder | $353 | $11,107-96.8% | $10,340-96.6% | $19,030-98.1% |