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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 | $13,803 | $124,336-88.9% | $111,303-87.6% | $167,518-91.8% |
| Participation rate | 78.6% | 79.6%-1.1pp | 77.3%+1.3pp | 82.1%-3.5pp |
| Annual return | 13.15% | 37.45%-24.3pp | 54.66%-41.5pp | 478.71%-465.6pp |
| Employer contribution / active EE | $1,506 | $3,436-56.2% | $2,731-44.9% | $4,838-68.9% |
| Participant deferral / active EE | $1,625 | $5,181-68.6% | $4,487-63.8% | $6,342-74.4% |
| Admin fee / account holder | $2,838 | $10,623-73.3% | $7,966-64.4% | $12,312-76.9% |