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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 | $95,404-88.6% | $113,397-90.4% | $82,637-86.8% |
| Participation rate | 95.1% | 72.8%+22.3pp | 76.5%+18.6pp | 68.1%+27.0pp |
| Annual return | 16.83% | 19.08%-2.2pp | 23.20%-6.4pp | 53.51%-36.7pp |
| Employer contribution / active EE | $1,161 | $2,307-49.7% | $2,977-61.0% | $2,552-54.5% |
| Participant deferral / active EE | $46 | $4,220-98.9% | $5,076-99.1% | $4,126-98.9% |
| Admin fee / account holder | $3,052 | $9,168-66.7% | $11,957-74.5% | $7,339-58.4% |