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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 | $9,747 | $107,421-90.9% | $182,262-94.7% | $94,015-89.6% |
| Participation rate | 97.1% | 77.8%+19.3pp | 84.2%+12.9pp | 70.8%+26.3pp |
| Annual return | 21.20% | 21.32%-0.1pp | 140.60%-119.4pp | 17.84%+3.4pp |
| Employer contribution / active EE | $1,669 | $3,448-51.6% | $5,046-66.9% | $2,790-40.2% |
| Participant deferral / active EE | $2,562 | $6,558-60.9% | $8,276-69.0% | $4,249-39.7% |
| Admin fee / account holder | $1,042 | $8,692-88.0% | $16,712-93.8% | $8,951-88.4% |