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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 | $13,369 | $95,453-86.0% | $112,040-88.1% | $82,448-83.8% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 22.58% | 23.92%-1.3pp | 24.52%-1.9pp | 41.64%-19.1pp |
| Employer contribution / active EE | $4,880 | $2,318+110.5% | $2,954+65.2% | $2,551+91.3% |
| Participant deferral / active EE | $837 | $4,224-80.2% | $5,098-83.6% | $4,139-79.8% |
| Admin fee / account holder | $732 | $9,013-91.9% | $12,098-93.9% | $7,234-89.9% |