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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 | $15,697 | $117,829-86.7% | $102,423-84.7% | $145,877-89.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 11.34% | 31.83%-20.5pp | 29.42%-18.1pp | 551.28%-539.9pp |
| Employer contribution / active EE | $1,976 | $3,615-45.3% | $3,023-34.6% | $4,663-57.6% |
| Participant deferral / active EE | $1,117 | $5,732-80.5% | $5,054-77.9% | $6,691-83.3% |
| Admin fee / account holder | $4,286 | $13,335-67.9% | $9,455-54.7% | $13,402-68.0% |