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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 | $8,220 | $118,496-93.1% | $98,461-91.7% | $139,466-94.1% |
| Participation rate | 87.5% | 77.5%+10.0pp | 75.2%+12.3pp | 80.3%+7.2pp |
| Annual return | 15.92% | 18.96%-3.0pp | 21.17%-5.3pp | 373.66%-357.7pp |
| Employer contribution / active EE | $924 | $3,611-74.4% | $3,049-69.7% | $4,754-80.6% |
| Participant deferral / active EE | $536 | $5,393-90.1% | $4,738-88.7% | $6,712-92.0% |
| Admin fee / account holder | $2,568 | $14,056-81.7% | $8,961-71.3% | $11,409-77.5% |