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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 | $106,864-90.4% | $147,318-93.1% | $82,637-87.6% |
| Participation rate | 94.4% | 75.5%+18.9pp | 82.1%+12.4pp | 68.1%+26.4pp |
| Annual return | 15.01% | 27.49%-12.5pp | 70.43%-55.4pp | 53.51%-38.5pp |
| Employer contribution / active EE | $959 | $3,417-71.9% | $4,593-79.1% | $2,552-62.4% |
| Participant deferral / active EE | $1,859 | $6,496-71.4% | $7,906-76.5% | $4,126-54.9% |
| Admin fee / account holder | $574 | $8,415-93.2% | $13,708-95.8% | $7,339-92.2% |