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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 | $19,267 | $152,612-87.4% | $125,192-84.6% | $152,897-87.4% |
| Participation rate | 72.2% | 83.3%-11.1pp | 79.8%-7.6pp | 82.5%-10.2pp |
| Annual return | 18.64% | 54.85%-36.2pp | 43.79%-25.2pp | 345.43%-326.8pp |
| Employer contribution / active EE | $1,364 | $4,947-72.4% | $3,866-64.7% | $4,764-71.4% |
| Participant deferral / active EE | $394 | $5,868-93.3% | $4,937-92.0% | $5,851-93.3% |
| Admin fee / account holder | $760 | $13,437-94.3% | $9,704-92.2% | $11,599-93.4% |