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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 | $7,567 | $81,457-90.7% | $103,378-92.7% | $80,911-90.6% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 11.30% | 25.58%-14.3pp | 24.91%-13.6pp | 35.63%-24.3pp |
| Employer contribution / active EE | $3,549 | $3,107+14.2% | $3,870-8.3% | $2,756+28.8% |
| Participant deferral / active EE | $392 | $3,871-89.9% | $5,058-92.3% | $4,297-90.9% |
| Admin fee / account holder | $781 | $6,717-88.4% | $8,401-90.7% | $6,935-88.7% |