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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 | $12,948 | $126,661-89.8% | $113,397-88.6% | $138,895-90.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 13.25% | 25.05%-11.8pp | 23.20%-9.9pp | 145.39%-132.1pp |
| Employer contribution / active EE | $1,772 | $3,456-48.7% | $2,977-40.5% | $4,194-57.8% |
| Participant deferral / active EE | $874 | $5,693-84.7% | $5,076-82.8% | $6,396-86.3% |
| Admin fee / account holder | $5,292 | $14,549-63.6% | $11,957-55.7% | $12,562-57.9% |