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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 | $10,230 | $99,875-89.8% | $146,866-93.0% | $86,983-88.2% |
| Participation rate | 94.4% | 75.8%+18.6pp | 82.5%+11.9pp | 69.5%+24.9pp |
| Annual return | 15.01% | 28.10%-13.1pp | 102.85%-87.8pp | 25.83%-10.8pp |
| Employer contribution / active EE | $959 | $3,224-70.3% | $4,425-78.3% | $2,584-62.9% |
| Participant deferral / active EE | $1,859 | $6,322-70.6% | $7,759-76.0% | $4,194-55.7% |
| Admin fee / account holder | $574 | $7,838-92.7% | $13,620-95.8% | $7,856-92.7% |