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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 | $13,150 | $106,749-87.7% | $145,433-91.0% | $82,448-84.1% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 19.36% | 27.59%-8.2pp | 66.58%-47.2pp | 41.64%-22.3pp |
| Employer contribution / active EE | $2,501 | $3,444-27.4% | $4,554-45.1% | $2,551-2.0% |
| Participant deferral / active EE | $2,453 | $6,519-62.4% | $7,897-68.9% | $4,139-40.7% |
| Admin fee / account holder | $812 | $8,390-90.3% | $13,129-93.8% | $7,234-88.8% |