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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 | $10,843 | $41,377-73.8% | $109,313-90.1% | $62,881-82.8% |
| Participation rate | 90.9% | 57.5%+33.4pp | 71.3%+19.6pp | 69.3%+21.6pp |
| Annual return | 36.43% | 11.05%+25.4pp | 22.07%+14.4pp | 20.14%+16.3pp |
| Employer contribution / active EE | $1,490 | $1,276+16.8% | $3,892-61.7% | $2,281-34.7% |
| Participant deferral / active EE | $327 | $2,045-84.0% | $3,166-89.7% | $3,203-89.8% |
| Admin fee / account holder | $2,265 | $2,884-21.5% | $5,666-60.0% | $4,296-47.3% |