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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 | $8,169 | $107,421-92.4% | $182,262-95.5% | $94,015-91.3% |
| Participation rate | 88.9% | 77.8%+11.1pp | 84.2%+4.7pp | 70.8%+18.1pp |
| Annual return | 18.28% | 21.32%-3.0pp | 140.60%-122.3pp | 17.84%+0.4pp |
| Employer contribution / active EE | $910 | $3,448-73.6% | $5,046-82.0% | $2,790-67.4% |
| Participant deferral / active EE | $2,432 | $6,558-62.9% | $8,276-70.6% | $4,249-42.8% |
| Admin fee / account holder | $2,017 | $8,692-76.8% | $16,712-87.9% | $8,951-77.5% |