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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 | $8,697 | $86,922-90.0% | $102,438-91.5% | $80,874-89.2% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 14.11% | 18.90%-4.8pp | 29.37%-15.3pp | 35.62%-21.5pp |
| Employer contribution / active EE | $2,498 | $2,369+5.4% | $3,024-17.4% | $2,756-9.3% |
| Participant deferral / active EE | $976 | $4,119-76.3% | $5,054-80.7% | $4,297-77.3% |
| Admin fee / account holder | $503 | $8,050-93.7% | $9,448-94.7% | $6,935-92.7% |