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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 | $16,562 | $93,346-82.3% | $71,796-76.9% | $273,972-94.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 8.76% | 130.39%-121.6pp | 78.04%-69.3pp | 41.46%-32.7pp |
| Employer contribution / active EE | $1,763 | $2,733-35.5% | $1,924-8.4% | $4,869-63.8% |
| Participant deferral / active EE | $602 | $3,475-82.7% | $2,794-78.5% | $5,287-88.6% |
| Admin fee / account holder | $1,150 | $6,571-82.5% | $4,815-76.1% | $10,133-88.7% |