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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 | $11,704 | $106,749-89.0% | $145,433-92.0% | $82,448-85.8% |
| Participation rate | 98.2% | 75.6%+22.6pp | 82.1%+16.1pp | 68.1%+30.2pp |
| Annual return | 18.96% | 27.59%-8.6pp | 66.58%-47.6pp | 41.64%-22.7pp |
| Employer contribution / active EE | $998 | $3,444-71.0% | $4,554-78.1% | $2,551-60.9% |
| Participant deferral / active EE | $2,308 | $6,519-64.6% | $7,897-70.8% | $4,139-44.2% |
| Admin fee / account holder | $664 | $8,390-92.1% | $13,129-94.9% | $7,234-90.8% |