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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 | $10,796 | $123,000-91.2% | $105,582-89.8% | $198,609-94.6% |
| Participation rate | 87.5% | 76.8%+10.7pp | 71.8%+15.7pp | 82.4%+5.1pp |
| Annual return | 19.36% | 18.31%+1.1pp | 18.61%+0.8pp | 202.70%-183.3pp |
| Employer contribution / active EE | $1,678 | $3,582-53.2% | $2,984-43.8% | $5,055-66.8% |
| Participant deferral / active EE | $1,786 | $5,013-64.4% | $4,353-59.0% | $6,977-74.4% |
| Admin fee / account holder | $320 | $16,254-98.0% | $12,856-97.5% | $19,030-98.3% |