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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 | $15,764 | $106,115-85.1% | $85,969-81.7% | $125,389-87.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 76.5%+23.5pp | 83.2%+16.8pp |
| Annual return | 2.40% | 13.93%-11.5pp | 9.32%-6.9pp | 282.24%-279.8pp |
| Employer contribution / active EE | $1,629 | $4,537-64.1% | $3,474-53.1% | $4,866-66.5% |
| Participant deferral / active EE | $614 | $4,859-87.4% | $3,829-84.0% | $5,352-88.5% |
| Admin fee / account holder | $586 | $8,144-92.8% | $6,053-90.3% | $9,541-93.9% |