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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 | $10,403 | $106,749-90.3% | $145,433-92.8% | $82,448-87.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 18.65% | 27.59%-8.9pp | 66.58%-47.9pp | 41.64%-23.0pp |
| Employer contribution / active EE | $1,500 | $3,444-56.4% | $4,554-67.1% | $2,551-41.2% |
| Participant deferral / active EE | $1,222 | $6,519-81.3% | $7,897-84.5% | $4,139-70.5% |
| Admin fee / account holder | $362 | $8,390-95.7% | $13,129-97.2% | $7,234-95.0% |