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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 | $7,250 | $123,000-94.1% | $105,582-93.1% | $198,609-96.3% |
| Participation rate | 100.0% | 76.8%+23.2pp | 71.8%+28.2pp | 82.4%+17.6pp |
| Annual return | 15.37% | 18.31%-2.9pp | 18.61%-3.2pp | 202.70%-187.3pp |
| Employer contribution / active EE | $3,266 | $3,582-8.8% | $2,984+9.5% | $5,055-35.4% |
| Participant deferral / active EE | $1,572 | $5,013-68.6% | $4,353-63.9% | $6,977-77.5% |
| Admin fee / account holder | $1,784 | $16,254-89.0% | $12,856-86.1% | $19,030-90.6% |