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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 | $7,099 | $136,860-94.8% | $120,344-94.1% | $154,746-95.4% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 14.78% | 21.38%-6.6pp | 20.30%-5.5pp | 172.34%-157.6pp |
| Employer contribution / active EE | $1,124 | $3,533-68.2% | $3,020-62.8% | $4,379-74.3% |
| Participant deferral / active EE | $1,696 | $5,793-70.7% | $5,135-67.0% | $6,730-74.8% |
| Admin fee / account holder | $1,623 | $15,393-89.5% | $12,742-87.3% | $14,365-88.7% |