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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 | $7,715 | $138,312-94.4% | $122,979-93.7% | $155,188-95.0% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 7.92% | 22.06%-14.1pp | 20.12%-12.2pp | 148.84%-140.9pp |
| Employer contribution / active EE | $1,882 | $3,530-46.7% | $3,062-38.6% | $4,248-55.7% |
| Participant deferral / active EE | $0 | $5,592-100.0% | $5,003-100.0% | $6,531-100.0% |
| Admin fee / account holder | $6,741 | $15,089-55.3% | $12,864-47.6% | $14,480-53.4% |