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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 | $8,510 | $93,345-90.9% | $119,126-92.9% | $87,485-90.3% |
| Participation rate | 75.0% | 68.7%+6.3pp | 75.8%-0.8pp | 68.9%+6.1pp |
| Annual return | 24.26% | 19.08%+5.2pp | 282.11%-257.8pp | 26.06%-1.8pp |
| Employer contribution / active EE | $6,600 | $3,172+108.1% | $4,034+63.6% | $2,596+154.2% |
| Participant deferral / active EE | $354 | $4,099-91.4% | $5,318-93.4% | $4,274-91.7% |
| Admin fee / account holder | $4,644 | $8,039-42.2% | $10,693-56.6% | $7,775-40.3% |