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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 | $14,118 | $64,324-78.1% | $118,946-88.1% | $79,852-82.3% |
| Participation rate | 75.0% | 64.9%+10.1pp | 75.4%-0.4pp | 69.6%+5.4pp |
| Annual return | 15.82% | 86.45%-70.6pp | 35.89%-20.1pp | 31.72%-15.9pp |
| Employer contribution / active EE | $875 | $1,836-52.3% | $3,263-73.2% | $2,471-64.6% |
| Participant deferral / active EE | $1,078 | $2,824-61.8% | $4,266-74.7% | $3,740-71.2% |
| Admin fee / account holder | $1,899 | $4,040-53.0% | $6,581-71.1% | $5,306-64.2% |