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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 | $10,545 | $124,330-91.5% | $109,173-90.3% | $167,536-93.7% |
| Participation rate | 86.7% | 79.5%+7.2pp | 75.9%+10.8pp | 82.1%+4.6pp |
| Annual return | 9.78% | 26.04%-16.3pp | 25.75%-16.0pp | 478.82%-469.0pp |
| Employer contribution / active EE | $1,784 | $4,209-57.6% | $3,723-52.1% | $4,839-63.1% |
| Participant deferral / active EE | $618 | $5,256-88.2% | $4,654-86.7% | $6,342-90.3% |
| Admin fee / account holder | $602 | $7,974-92.5% | $6,755-91.1% | $12,315-95.1% |