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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 | $9,871 | $99,875-90.1% | $146,866-93.3% | $86,983-88.7% |
| Participation rate | 93.2% | 75.8%+17.4pp | 82.5%+10.7pp | 69.5%+23.7pp |
| Annual return | 19.06% | 28.10%-9.0pp | 102.85%-83.8pp | 25.83%-6.8pp |
| Employer contribution / active EE | $968 | $3,224-70.0% | $4,425-78.1% | $2,584-62.5% |
| Participant deferral / active EE | $1,150 | $6,322-81.8% | $7,759-85.2% | $4,194-72.6% |
| Admin fee / account holder | $326 | $7,838-95.8% | $13,620-97.6% | $7,856-95.8% |