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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 | $10,055 | $110,240-90.9% | $96,544-89.6% | $139,487-92.8% |
| Participation rate | 92.3% | 78.1%+14.2pp | 76.0%+16.3pp | 80.3%+12.0pp |
| Annual return | 13.39% | 26.41%-13.0pp | 25.88%-12.5pp | 373.84%-360.4pp |
| Employer contribution / active EE | $2,288 | $3,622-36.8% | $2,966-22.9% | $4,755-51.9% |
| Participant deferral / active EE | $411 | $5,549-92.6% | $4,851-91.5% | $6,713-93.9% |
| Admin fee / account holder | $3,012 | $11,602-74.0% | $8,254-63.5% | $11,407-73.6% |