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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 | $13,990 | $117,846-88.1% | $102,434-86.3% | $145,884-90.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 14.00% | 31.90%-17.9pp | 29.46%-15.5pp | 551.85%-537.8pp |
| Employer contribution / active EE | $1,918 | $3,615-46.9% | $3,023-36.6% | $4,662-58.9% |
| Participant deferral / active EE | $1,508 | $5,733-73.7% | $5,055-70.2% | $6,690-77.5% |
| Admin fee / account holder | $1,205 | $13,356-91.0% | $9,462-87.3% | $13,392-91.0% |