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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 | $12,008 | $97,289-87.7% | $92,805-87.1% | $155,188-92.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 19.97% | 29.03%-9.1pp | 31.59%-11.6pp | 148.84%-128.9pp |
| Employer contribution / active EE | $1,178 | $3,632-67.6% | $3,424-65.6% | $4,248-72.3% |
| Participant deferral / active EE | $2,359 | $8,795-73.2% | $8,448-72.1% | $6,531-63.9% |
| Admin fee / account holder | $727 | $12,015-93.9% | $10,911-93.3% | $14,480-95.0% |