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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 | $15,042 | $154,159-90.2% | $130,026-88.4% | $139,456-89.2% |
| Participation rate | 72.2% | 82.0%-9.7pp | 78.5%-6.3pp | 80.3%-8.1pp |
| Annual return | 16.88% | 32.50%-15.6pp | -137.26%+154.1pp | 373.45%-356.6pp |
| Employer contribution / active EE | $1,201 | $5,292-77.3% | $4,321-72.2% | $4,753-74.7% |
| Participant deferral / active EE | $780 | $6,710-88.4% | $5,821-86.6% | $6,711-88.4% |
| Admin fee / account holder | $867 | $14,001-93.8% | $10,608-91.8% | $11,407-92.4% |