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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 | $11,036 | $124,346-91.1% | $111,308-90.1% | $167,536-93.4% |
| Participation rate | 77.8% | 79.6%-1.9pp | 77.3%+0.5pp | 82.1%-4.3pp |
| Annual return | 19.84% | 37.45%-17.6pp | 54.67%-34.8pp | 478.82%-459.0pp |
| Employer contribution / active EE | $841 | $3,437-75.5% | $2,732-69.2% | $4,839-82.6% |
| Participant deferral / active EE | $1,010 | $5,182-80.5% | $4,487-77.5% | $6,342-84.1% |
| Admin fee / account holder | $1,393 | $10,621-86.9% | $7,965-82.5% | $12,315-88.7% |