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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 | $15,764 | $93,617-83.2% | $135,982-88.4% | $75,177-79.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 15.32% | 30.89%-15.6pp | 68.32%-53.0pp | 160.75%-145.4pp |
| Employer contribution / active EE | $1,342 | $3,538-62.1% | $4,859-72.4% | $2,671-49.7% |
| Participant deferral / active EE | $1,067 | $6,406-83.3% | $7,760-86.3% | $4,126-74.2% |
| Admin fee / account holder | $681 | $6,980-90.2% | $10,767-93.7% | $5,651-88.0% |