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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 | $8,964 | $99,875-91.0% | $146,866-93.9% | $86,983-89.7% |
| Participation rate | 83.9% | 75.8%+8.1pp | 82.5%+1.4pp | 69.5%+14.3pp |
| Annual return | 14.62% | 28.10%-13.5pp | 102.85%-88.2pp | 25.83%-11.2pp |
| Employer contribution / active EE | $1,173 | $3,224-63.6% | $4,425-73.5% | $2,584-54.6% |
| Participant deferral / active EE | $1,656 | $6,322-73.8% | $7,759-78.7% | $4,194-60.5% |
| Admin fee / account holder | $862 | $7,838-89.0% | $13,620-93.7% | $7,856-89.0% |