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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 | $11,196 | $72,273-84.5% | $101,275-88.9% | $79,856-86.0% |
| Participation rate | 83.3% | 68.5%+14.9pp | 75.8%+7.5pp | 69.6%+13.7pp |
| Annual return | 14.91% | 22.30%-7.4pp | 46.48%-31.6pp | 31.71%-16.8pp |
| Employer contribution / active EE | $4,347 | $2,691+61.5% | $3,660+18.8% | $2,471+75.9% |
| Participant deferral / active EE | $1,362 | $3,282-58.5% | $4,371-68.8% | $3,741-63.6% |
| Admin fee / account holder | $869 | $4,401-80.3% | $5,948-85.4% | $5,306-83.6% |