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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 | $10,275 | $47,848-78.5% | $81,473-87.4% | $70,126-85.3% |
| Participation rate | 100.0% | 58.3%+41.7pp | 68.0%+32.0pp | 69.5%+30.5pp |
| Annual return | 24.92% | 27.25%-2.3pp | 38.78%-13.9pp | 73.15%-48.2pp |
| Employer contribution / active EE | $4,626 | $1,527+202.9% | $2,568+80.2% | $2,343+97.5% |
| Participant deferral / active EE | $109 | $2,453-95.6% | $3,537-96.9% | $3,332-96.7% |
| Admin fee / account holder | $331 | $3,145-89.5% | $4,561-92.8% | $4,645-92.9% |