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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 | $17,429 | $117,846-85.2% | $102,434-83.0% | $145,884-88.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 9.13% | 31.90%-22.8pp | 29.46%-20.3pp | 551.85%-542.7pp |
| Employer contribution / active EE | $1,590 | $3,615-56.0% | $3,023-47.4% | $4,662-65.9% |
| Participant deferral / active EE | $1,597 | $5,733-72.1% | $5,055-68.4% | $6,690-76.1% |
| Admin fee / account holder | $10,360 | $13,356-22.4% | $9,462+9.5% | $13,392-22.6% |