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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 | $10,519 | $123,000-91.4% | $105,582-90.0% | $198,609-94.7% |
| Participation rate | 92.9% | 76.8%+16.1pp | 71.8%+21.1pp | 82.4%+10.5pp |
| Annual return | 13.82% | 18.31%-4.5pp | 18.61%-4.8pp | 202.70%-188.9pp |
| Employer contribution / active EE | $1,043 | $3,582-70.9% | $2,984-65.1% | $5,055-79.4% |
| Participant deferral / active EE | $1,394 | $5,013-72.2% | $4,353-68.0% | $6,977-80.0% |
| Admin fee / account holder | $550 | $16,254-96.6% | $12,856-95.7% | $19,030-97.1% |