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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 | $10,897 | $97,550-88.8% | $120,344-90.9% | $87,485-87.5% |
| Participation rate | 95.1% | 72.8%+22.3pp | 76.7%+18.4pp | 68.9%+26.2pp |
| Annual return | 16.83% | 18.41%-1.6pp | 20.30%-3.5pp | 26.06%-9.2pp |
| Employer contribution / active EE | $1,161 | $2,291-49.3% | $3,020-61.5% | $2,596-55.3% |
| Participant deferral / active EE | $46 | $4,230-98.9% | $5,135-99.1% | $4,274-98.9% |
| Admin fee / account holder | $3,052 | $9,543-68.0% | $12,742-76.0% | $7,775-60.7% |