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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 | $11,464 | $105,856-89.2% | $90,161-87.3% | $147,586-92.2% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 19.32% | 37.63%-18.3pp | 34.89%-15.6pp | 578.59%-559.3pp |
| Employer contribution / active EE | $1,436 | $4,126-65.2% | $3,318-56.7% | $4,876-70.6% |
| Participant deferral / active EE | $1,660 | $5,733-71.0% | $5,287-68.6% | $5,439-69.5% |
| Admin fee / account holder | $402 | $8,046-95.0% | $5,943-93.2% | $10,886-96.3% |