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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 | $16,368 | $132,634-87.7% | $115,768-85.9% | $137,256-88.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 13.75% | 160.70%-146.9pp | 100.46%-86.7pp | 220.34%-206.6pp |
| Employer contribution / active EE | $697 | $3,360-79.3% | $2,940-76.3% | $4,156-83.2% |
| Participant deferral / active EE | $1,036 | $5,619-81.6% | $4,917-78.9% | $6,407-83.8% |
| Admin fee / account holder | $2,726 | $15,028-81.9% | $12,439-78.1% | $12,270-77.8% |