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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 | $16,047 | $107,421-85.1% | $182,262-91.2% | $94,015-82.9% |
| Participation rate | 93.3% | 77.8%+15.6pp | 84.2%+9.1pp | 70.8%+22.5pp |
| Annual return | 20.79% | 21.32%-0.5pp | 140.60%-119.8pp | 17.84%+2.9pp |
| Employer contribution / active EE | $1,576 | $3,448-54.3% | $5,046-68.8% | $2,790-43.5% |
| Participant deferral / active EE | $2,200 | $6,558-66.5% | $8,276-73.4% | $4,249-48.2% |
| Admin fee / account holder | $355 | $8,692-95.9% | $16,712-97.9% | $8,951-96.0% |