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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 | $139,948-88.3% | $121,663-86.5% | $154,746-89.4% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 13.75% | 230.52%-216.8pp | 147.54%-133.8pp | 172.34%-158.6pp |
| Employer contribution / active EE | $697 | $3,521-80.2% | $3,020-76.9% | $4,379-84.1% |
| Participant deferral / active EE | $1,036 | $5,629-81.6% | $4,887-78.8% | $6,730-84.6% |
| Admin fee / account holder | $2,726 | $17,321-84.3% | $14,289-80.9% | $14,365-81.0% |