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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 | $9,313 | $81,446-88.6% | $103,374-91.0% | $80,874-88.5% |
| Participation rate | 80.4% | 66.9%+13.6pp | 74.5%+5.9pp | 67.6%+12.8pp |
| Annual return | 15.51% | 25.57%-10.1pp | 24.89%-9.4pp | 35.62%-20.1pp |
| Employer contribution / active EE | $10,512 | $3,107+238.3% | $3,869+171.7% | $2,756+281.5% |
| Participant deferral / active EE | $663 | $3,870-82.9% | $5,058-86.9% | $4,297-84.6% |
| Admin fee / account holder | $2,674 | $6,715-60.2% | $8,394-68.1% | $6,935-61.4% |