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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 | $10,175 | $96,236-89.4% | $136,072-92.5% | $80,935-87.4% |
| Participation rate | 81.5% | 71.2%+10.3pp | 76.4%+5.0pp | 67.7%+13.8pp |
| Annual return | 14.93% | 28.74%-13.8pp | 580.46%-565.5pp | 35.66%-20.7pp |
| Employer contribution / active EE | $927 | $3,350-72.3% | $4,216-78.0% | $2,757-66.4% |
| Participant deferral / active EE | $1,539 | $5,709-73.0% | $7,028-78.1% | $4,299-64.2% |
| Admin fee / account holder | $797 | $8,250-90.3% | $6,718-88.1% | $6,924-88.5% |