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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 | $1,681 | $106,588-98.4% | $94,215-98.2% | $155,188-98.9% |
| Participation rate | 71.4% | 74.3%-2.9pp | 70.0%+1.5pp | 80.8%-9.4pp |
| Annual return | 16.76% | 29.39%-12.6pp | 28.22%-11.5pp | 148.84%-132.1pp |
| Employer contribution / active EE | $1,080 | $3,080-64.9% | $2,675-59.6% | $4,248-74.6% |
| Participant deferral / active EE | $1,115 | $4,802-76.8% | $4,276-73.9% | $6,531-82.9% |
| Admin fee / account holder | $2,105 | $12,281-82.9% | $10,216-79.4% | $14,480-85.5% |