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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 | $13,602 | $86,298-84.2% | $111,308-87.8% | $85,847-84.2% |
| Participation rate | 71.4% | 73.3%-1.9pp | 77.3%-5.9pp | 69.3%+2.1pp |
| Annual return | 13.87% | 19.99%-6.1pp | 54.67%-40.8pp | 318.61%-304.7pp |
| Employer contribution / active EE | $741 | $2,044-63.7% | $2,732-72.9% | $2,565-71.1% |
| Participant deferral / active EE | $457 | $3,641-87.4% | $4,487-89.8% | $3,952-88.4% |
| Admin fee / account holder | $896 | $8,189-89.1% | $7,965-88.7% | $6,261-85.7% |