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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 | $14,472 | $141,004-89.7% | $112,273-87.1% | $139,466-89.6% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.49% | 32.75%-19.3pp | 30.23%-16.7pp | 373.66%-360.2pp |
| Employer contribution / active EE | $2,037 | $4,285-52.5% | $3,431-40.7% | $4,754-57.2% |
| Participant deferral / active EE | $897 | $5,878-84.7% | $4,800-81.3% | $6,712-86.6% |
| Admin fee / account holder | $6,585 | $9,959-33.9% | $7,752-15.1% | $11,409-42.3% |