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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 | $15,944 | $76,551-79.2% | $123,894-87.1% | $62,881-74.6% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 8.74% | 18.68%-9.9pp | 47.52%-38.8pp | 20.14%-11.4pp |
| Employer contribution / active EE | $525 | $2,882-81.8% | $4,617-88.6% | $2,281-77.0% |
| Participant deferral / active EE | $1,053 | $4,840-78.3% | $5,984-82.4% | $3,203-67.1% |
| Admin fee / account holder | $1,152 | $4,826-76.1% | $8,357-86.2% | $4,296-73.2% |