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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 | $10,849 | $123,793-91.2% | $177,848-93.9% | $79,856-86.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 36.05% | 22.82%+13.2pp | 48.33%-12.3pp | 31.71%+4.3pp |
| Employer contribution / active EE | $1,935 | $4,095-52.8% | $5,919-67.3% | $2,471-21.7% |
| Participant deferral / active EE | $2,580 | $5,956-56.7% | $7,714-66.6% | $3,741-31.0% |
| Admin fee / account holder | $368 | $7,243-94.9% | $12,431-97.0% | $5,306-93.1% |