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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 | $10,065 | $77,638-87.0% | $156,551-93.6% | $62,881-84.0% |
| Participation rate | 95.7% | 71.2%+24.5pp | 84.0%+11.7pp | 69.3%+26.4pp |
| Annual return | 5.21% | 50.33%-45.1pp | 32.23%-27.0pp | 20.14%-14.9pp |
| Employer contribution / active EE | $1,151 | $3,444-66.6% | $5,501-79.1% | $2,281-49.5% |
| Participant deferral / active EE | $103 | $3,046-96.6% | $4,871-97.9% | $3,203-96.8% |
| Admin fee / account holder | $482 | $5,561-91.3% | $13,028-96.3% | $4,296-88.8% |